+27.8%
KVUE vs Q
+75.3%
-47.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.8% |
| 7D | -1.9% | +6.7% | -8.7% | -1.8% |
| 30D | -3.3% | -10.6% | +7.3% | -3.4% |
| 3M | +6.0% | -14.6% | +20.6% | +5.4% |
| 6M | +2.3% | +12.1% | -9.7% | -0.1% |
| YTD | +10.3% | +51.3% | -40.9% | +7.8% |
| All | +27.8% | +75.3% | -47.5% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 all: compounded portfolio wealth divided by compounded Q 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…
all analysis · Full analysis span regression · 6 months rolling