-21.9%
KVUE vs PCOR
-4.5%
-17.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.8% |
| 7D | -1.9% | -6.9% | +5.0% | -1.7% |
| 30D | -3.3% | -1.5% | -1.8% | -3.3% |
| 3M | +6.0% | +18.5% | -12.5% | +5.1% |
| 6M | +2.3% | -4.7% | +7.0% | +2.1% |
| YTD | +10.3% | -22.8% | +33.1% | +11.1% |
| 1Y | +4.6% | -20.7% | +25.3% | +5.2% |
| 3Y | -2.2% | -14.6% | +12.4% | -2.7% |
| All | -21.9% | -4.5% | -17.4% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling