-4.4%
KVUE vs MOS
-17.5%
+13.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.2% |
| 7D | -2.2% | +9.5% | -11.8% | -2.7% |
| 30D | -3.7% | +10.4% | -14.1% | -4.2% |
| 3M | +12.3% | +12.9% | -0.6% | +11.4% |
| 6M | +5.4% | +1.2% | +4.2% | +4.5% |
| YTD | +12.4% | +9.3% | +3.1% | +11.0% |
| 1Y | -4.4% | -18.0% | +13.6% | -7.3% |
| All | -4.4% | -17.5% | +13.1% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling