-21.9%
KVUE vs KGC
+491.0%
-512.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.8% |
| 7D | -1.9% | +2.4% | -4.4% | -2.0% |
| 30D | -3.3% | +9.2% | -12.5% | -3.6% |
| 3M | +6.0% | +16.7% | -10.8% | +5.3% |
| 6M | +2.3% | -7.0% | +9.3% | +2.4% |
| YTD | +10.3% | +7.5% | +2.9% | +10.2% |
| 1Y | +4.6% | +34.4% | -29.8% | +3.3% |
| 3Y | -2.2% | +552.0% | -554.2% | -17.1% |
| All | -21.9% | +491.0% | -512.9% | -32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling