-24.5%
KVUE vs PSKY
-40.9%
+16.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.2% |
| 7D | -5.1% | -2.4% | -2.7% | -5.0% |
| 30D | -6.3% | +11.6% | -17.9% | -6.9% |
| 3M | -0.5% | +1.5% | -2.0% | -0.6% |
| 6M | +3.1% | +7.7% | -4.6% | +2.4% |
| YTD | +6.7% | -20.1% | +26.8% | +7.7% |
| 1Y | -1.1% | -38.3% | +37.1% | +1.1% |
| 3Y | -8.7% | -17.7% | +9.0% | -10.4% |
| All | -24.5% | -40.9% | +16.4% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 5y: compounded portfolio wealth divided by compounded PSKY 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…
5y analysis · Full analysis span regression · 6 months rolling