-4.4%
KVUE vs RSG
-3.6%
-0.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.8% |
| 7D | -2.2% | +0.3% | -2.5% | -2.3% |
| 30D | -3.7% | +7.6% | -11.2% | -5.4% |
| 3M | +12.3% | +7.4% | +4.8% | +10.5% |
| 6M | +5.4% | -3.3% | +8.7% | +5.8% |
| YTD | +12.4% | +6.0% | +6.4% | +9.5% |
| 1Y | -4.4% | -3.7% | -0.7% | +6.6% |
| All | -4.4% | -3.6% | -0.8% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 1y: compounded portfolio wealth divided by compounded RSG 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…
1y analysis · Full analysis span regression · 6 months rolling