-24.6%
KVUE vs PL
+342.7%
-367.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.2% | -3.5% |
| 7D | -7.2% | -13.9% | +6.6% | -7.2% |
| 30D | -5.7% | -25.5% | +19.8% | -5.6% |
| 3M | +0.2% | -44.8% | +44.9% | +0.4% |
| 6M | 0.0% | -33.3% | +33.3% | -0.4% |
| YTD | +6.5% | -12.7% | +19.2% | +5.7% |
| 1Y | -1.4% | +90.9% | -92.3% | -3.0% |
| 3Y | -5.6% | +528.5% | -534.1% | -11.8% |
| All | -24.6% | +342.7% | -367.3% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling