-24.5%
KVUE vs RACE
+46.3%
-70.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.2% |
| 7D | -5.1% | +0.9% | -6.1% | -5.2% |
| 30D | -6.3% | +1.6% | -7.9% | -6.5% |
| 3M | -0.5% | +13.2% | -13.7% | -1.5% |
| 6M | +3.1% | +22.9% | -19.8% | +1.4% |
| YTD | +6.7% | +13.3% | -6.6% | +5.3% |
| 1Y | -1.1% | -12.7% | +11.5% | -1.3% |
| 3Y | -8.7% | +40.3% | -49.0% | -15.3% |
| All | -24.5% | +46.3% | -70.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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