-24.4%
KVUE vs OTIS
-16.0%
-8.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.3% | +0.8% |
| 7D | -6.1% | -5.0% | -1.1% | -4.7% |
| 30D | -5.6% | -6.5% | +0.9% | -3.8% |
| 3M | -0.3% | -2.0% | +1.6% | +0.3% |
| 6M | +1.4% | -20.2% | +21.5% | +7.4% |
| YTD | +6.7% | -21.0% | +27.7% | +13.1% |
| 1Y | +1.0% | -20.9% | +21.8% | +6.5% |
| 3Y | -5.4% | -13.3% | +7.9% | -2.8% |
| All | -24.4% | -16.0% | -8.4% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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