-1.1%
KVUE vs NYT
+17.8%
-19.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.1% |
| 7D | -5.1% | -0.6% | -4.5% | -5.1% |
| 30D | -6.3% | +4.6% | -10.9% | -6.7% |
| 3M | -0.5% | -9.6% | +9.1% | +0.2% |
| 6M | +3.1% | -14.0% | +17.1% | +3.7% |
| YTD | +6.7% | -2.8% | +9.5% | +4.9% |
| 1Y | -1.1% | +15.6% | -16.7% | -4.9% |
| All | -1.1% | +17.8% | -19.0% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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