-24.4%
KVUE vs MKC
-37.0%
+12.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.4% |
| 7D | -6.1% | -2.8% | -3.3% | -5.4% |
| 30D | -5.6% | -3.4% | -2.2% | -4.7% |
| 3M | -0.3% | +3.8% | -4.1% | -1.5% |
| 6M | +1.4% | -17.9% | +19.3% | +6.7% |
| YTD | +6.7% | -23.6% | +30.4% | +14.5% |
| 1Y | +1.0% | -23.1% | +24.0% | +7.9% |
| 3Y | -5.4% | -31.5% | +26.1% | +3.6% |
| All | -24.4% | -37.0% | +12.5% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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