+1.0%
KVUE vs P
+17.1%
-16.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | 0.0% |
| 7D | -6.1% | -4.1% | -2.0% | -6.4% |
| 30D | -5.6% | -14.0% | +8.4% | -6.4% |
| 3M | -0.3% | +41.4% | -41.8% | +2.3% |
| 6M | +1.4% | +54.2% | -52.8% | +4.4% |
| YTD | +6.7% | +40.4% | -33.7% | +9.5% |
| 1Y | +1.0% | +16.0% | -15.0% | +4.6% |
| All | +1.0% | +17.1% | -16.2% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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