-1.1%
KVUE vs OMC
+7.0%
-8.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -5.1% | -4.4% | -0.8% | -4.5% |
| 30D | -6.3% | -7.6% | +1.3% | -5.2% |
| 3M | -0.5% | +4.5% | -5.0% | -1.1% |
| 6M | +3.1% | -0.3% | +3.3% | +2.8% |
| YTD | +6.7% | -0.1% | +6.8% | +7.6% |
| 1Y | -1.1% | +4.6% | -5.8% | +0.8% |
| All | -1.1% | +7.0% | -8.2% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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