-24.4%
KVUE vs RACE
+44.5%
-69.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | +0.1% |
| 7D | -6.1% | -2.2% | -3.9% | -6.0% |
| 30D | -5.6% | -0.4% | -5.2% | -5.6% |
| 3M | -0.3% | +17.9% | -18.3% | -1.6% |
| 6M | +1.4% | +19.3% | -17.9% | -0.1% |
| YTD | +6.7% | +11.9% | -5.1% | +5.4% |
| 1Y | +1.0% | -12.7% | +13.7% | +0.7% |
| 3Y | -5.4% | +41.1% | -46.5% | -12.3% |
| All | -24.4% | +44.5% | -69.0% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling