-24.6%
KVUE vs PCOR
-8.0%
-16.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.6% | +0.2% | -3.3% |
| 7D | -7.2% | -9.0% | +1.8% | -6.9% |
| 30D | -5.7% | -7.0% | +1.3% | -5.4% |
| 3M | +0.2% | +18.3% | -18.2% | -0.6% |
| 6M | 0.0% | -7.8% | +7.8% | 0.0% |
| YTD | +6.5% | -25.6% | +32.1% | +7.4% |
| 1Y | -1.4% | -22.7% | +21.3% | -0.8% |
| 3Y | -5.6% | -17.7% | +12.1% | -6.0% |
| All | -24.6% | -8.0% | -16.6% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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