-24.6%
KVUE vs OUST
+876.8%
-901.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.1% | -3.5% |
| 7D | -7.2% | +4.0% | -11.3% | -7.2% |
| 30D | -5.7% | -14.0% | +8.3% | -5.7% |
| 3M | +0.2% | -5.9% | +6.1% | 0.0% |
| 6M | 0.0% | +76.4% | -76.3% | -0.8% |
| YTD | +6.5% | +67.5% | -61.0% | +5.6% |
| 1Y | -1.4% | +27.1% | -28.5% | -1.9% |
| 3Y | -5.6% | +619.0% | -624.7% | -10.0% |
| All | -24.6% | +876.8% | -901.4% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded OUST 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling