-24.4%
KVUE vs PR
+178.5%
-203.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.1% | -0.2% | -6.0% | -6.1% |
| 30D | -5.6% | +10.4% | -16.0% | -6.1% |
| 3M | -0.3% | +21.1% | -21.5% | -1.5% |
| 6M | +1.4% | +28.8% | -27.4% | -0.7% |
| YTD | +6.7% | +71.8% | -65.0% | +1.9% |
| 1Y | +1.0% | +73.3% | -72.3% | -3.9% |
| 3Y | -5.4% | +85.9% | -91.3% | -12.2% |
| All | -24.4% | +178.5% | -203.0% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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