-24.5%
KVUE vs MKSI
+228.3%
-252.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | 0.0% |
| 7D | -5.1% | +2.7% | -7.8% | -5.1% |
| 30D | -6.3% | -12.8% | +6.5% | -6.4% |
| 3M | -0.5% | -22.5% | +22.0% | -0.7% |
| 6M | +3.1% | +19.4% | -16.3% | +2.1% |
| YTD | +6.7% | +67.7% | -61.0% | +5.0% |
| 1Y | -1.1% | +131.4% | -132.5% | -3.4% |
| 3Y | -8.7% | +197.3% | -206.1% | -15.5% |
| All | -24.5% | +228.3% | -252.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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