-21.9%
KVUE vs RRC
+78.7%
-100.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | -1.9% | -1.2% | -0.7% | -1.8% |
| 30D | -3.3% | +9.4% | -12.7% | -3.9% |
| 3M | +6.0% | +7.4% | -1.4% | +5.4% |
| 6M | +2.3% | +1.5% | +0.9% | +2.0% |
| YTD | +10.3% | +19.4% | -9.0% | +8.4% |
| 1Y | +4.6% | +24.2% | -19.6% | +2.4% |
| 3Y | -2.2% | +32.8% | -35.0% | -5.3% |
| All | -21.9% | +78.7% | -100.6% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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