-24.5%
KVUE vs S
+25.6%
-50.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -5.1% | -0.7% | -4.5% | -5.1% |
| 30D | -6.3% | -11.4% | +5.1% | -6.3% |
| 3M | -0.5% | +33.8% | -34.3% | -0.5% |
| 6M | +3.1% | +39.5% | -36.4% | +3.2% |
| YTD | +6.7% | +31.7% | -25.0% | +6.7% |
| 1Y | -1.1% | +7.0% | -8.1% | -1.1% |
| 3Y | -8.7% | +11.8% | -20.5% | -8.9% |
| All | -24.5% | +25.6% | -50.1% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling