-20.4%
KVUE vs P
+347.8%
-368.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.0% |
| 7D | -2.2% | +6.5% | -8.8% | -2.0% |
| 30D | -3.7% | +18.8% | -22.5% | -2.8% |
| 3M | +12.3% | +26.7% | -14.5% | +13.8% |
| 6M | +5.4% | +62.2% | -56.7% | +7.8% |
| YTD | +12.4% | +48.5% | -36.1% | +14.8% |
| 1Y | -4.4% | +26.4% | -30.8% | -2.6% |
| 3Y | -7.5% | +159.4% | -167.0% | -6.4% |
| All | -20.4% | +347.8% | -368.3% | -19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling