-1.4%
KVUE vs PL
+99.3%
-100.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -5.7% |
| 3M | +0.2% | -44.8% | +44.9% | +0.2% |
| 6M | 0.0% | -33.3% | +33.3% | -1.8% |
| YTD | +6.5% | -12.7% | +19.2% | +2.6% |
| 1Y | -1.4% | +90.9% | -92.3% | -21.2% |
| All | -1.4% | +99.3% | -100.7% | -21.2% |
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