-24.5%
KVUE vs KGC
+471.0%
-495.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.1% |
| 7D | -5.1% | -5.6% | +0.5% | -4.9% |
| 30D | -6.3% | +6.1% | -12.5% | -6.5% |
| 3M | -0.5% | +17.3% | -17.8% | -1.1% |
| 6M | +3.1% | -10.3% | +13.4% | +3.3% |
| YTD | +6.7% | +3.9% | +2.8% | +6.7% |
| 1Y | -1.1% | +25.7% | -26.9% | -2.1% |
| 3Y | -8.7% | +526.0% | -534.7% | -22.5% |
| All | -24.5% | +471.0% | -495.5% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling