-24.4%
KVUE vs PAAS
+194.2%
-218.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.4% |
| 7D | -6.1% | -3.7% | -2.4% | -6.0% |
| 30D | -5.6% | -1.9% | -3.7% | -5.6% |
| 3M | -0.3% | +15.1% | -15.4% | -0.9% |
| 6M | +1.4% | -17.1% | +18.5% | +1.8% |
| YTD | +6.7% | -1.3% | +8.1% | +6.5% |
| 1Y | +1.0% | +41.1% | -40.1% | -0.9% |
| 3Y | -5.4% | +244.2% | -249.6% | -15.3% |
| All | -24.4% | +194.2% | -218.7% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling