-24.5%
KVUE vs PAAS
+192.4%
-216.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | 0.0% |
| 7D | -5.1% | -1.9% | -3.2% | -5.1% |
| 30D | -6.3% | -3.6% | -2.8% | -6.3% |
| 3M | -0.5% | +8.6% | -9.1% | -0.9% |
| 6M | +3.1% | -16.7% | +19.8% | +3.5% |
| YTD | +6.7% | -1.9% | +8.6% | +6.4% |
| 1Y | -1.1% | +38.0% | -39.1% | -2.9% |
| 3Y | -8.7% | +234.9% | -243.7% | -18.1% |
| All | -24.5% | +192.4% | -216.9% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling