-24.6%
KVUE vs RVTY
-4.2%
-20.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.2% |
| 7D | -7.2% | -5.4% | -1.8% | -6.7% |
| 30D | -5.7% | +6.7% | -12.4% | -6.3% |
| 3M | +0.2% | +19.0% | -18.9% | -1.6% |
| 6M | 0.0% | +34.6% | -34.6% | -3.2% |
| YTD | +6.5% | +28.3% | -21.8% | +3.2% |
| 1Y | -1.4% | +46.0% | -47.4% | -6.1% |
| 3Y | -5.6% | +16.9% | -22.5% | -8.7% |
| All | -24.6% | -4.2% | -20.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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