-24.6%
KVUE vs P
+336.8%
-361.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.6% | -3.6% |
| 7D | -7.2% | +5.0% | -12.2% | -7.0% |
| 30D | -5.7% | -0.9% | -4.7% | -5.6% |
| 3M | +0.2% | +38.7% | -38.5% | +1.8% |
| 6M | 0.0% | +54.4% | -54.4% | +2.1% |
| YTD | +6.5% | +44.8% | -38.3% | +8.6% |
| 1Y | -1.4% | +22.5% | -23.9% | +0.3% |
| 3Y | -5.6% | +148.2% | -153.8% | -4.5% |
| All | -24.6% | +336.8% | -361.4% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling