-2.2%
KVUE vs PL
+518.4%
-520.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.9% |
| 7D | -1.9% | -7.5% | +5.6% | -1.9% |
| 30D | -3.3% | -25.6% | +22.3% | -3.2% |
| 3M | +6.0% | -45.6% | +51.6% | +6.3% |
| 6M | +2.3% | -29.5% | +31.9% | +1.9% |
| YTD | +10.3% | -9.7% | +20.0% | +9.4% |
| 1Y | +4.6% | +84.4% | -79.8% | +2.7% |
| 3Y | -2.2% | +550.0% | -552.2% | -11.4% |
| All | -2.2% | +518.4% | -520.6% | -11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling