-18.0%
KVUE vs RACE
+40.0%
-58.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +20.3% | -7.2% | +10.2% |
| 7D | +13.1% | +20.3% | -7.2% | +10.2% |
| 30D | +13.1% | +20.3% | -7.2% | +10.2% |
| 3M | +13.1% | +20.3% | -7.2% | +10.2% |
| 6M | +12.7% | +14.0% | -1.3% | +10.2% |
| YTD | +15.9% | +8.4% | +7.5% | +13.4% |
| 1Y | +42.1% | +1.2% | +41.0% | +39.5% |
| 3Y | +17.3% | +35.7% | -18.4% | +7.9% |
| All | -18.0% | +40.0% | -58.0% | -24.5% |
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