-24.6%
KVUE vs RMD
-3.5%
-21.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -7.2% | -4.7% | -2.5% | -6.5% |
| 30D | -5.7% | +0.2% | -5.9% | -5.7% |
| 3M | +0.2% | +12.0% | -11.8% | -1.6% |
| 6M | 0.0% | -12.5% | +12.6% | +1.4% |
| YTD | +6.5% | -7.9% | +14.4% | +7.1% |
| 1Y | -1.4% | -20.4% | +19.0% | +0.9% |
| 3Y | -5.6% | +53.1% | -58.7% | -11.4% |
| All | -24.6% | -3.5% | -21.1% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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