-4.4%
KVUE vs PL
+176.6%
-181.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.1% | -1.1% |
| 7D | -2.2% | -9.3% | +7.1% | -2.3% |
| 30D | -3.7% | -18.9% | +15.3% | -3.8% |
| 3M | +12.3% | -58.4% | +70.6% | +12.0% |
| 6M | +5.4% | -30.3% | +35.7% | +4.1% |
| YTD | +12.4% | -8.1% | +20.6% | +10.4% |
| 1Y | -4.4% | +180.5% | -184.9% | -8.8% |
| All | -4.4% | +176.6% | -181.0% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling