-8.7%
KVUE vs S
+15.4%
-24.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -0.7% |
| 6M | +3.1% | +39.5% | -36.4% | +2.9% |
| YTD | +6.7% | +31.7% | -25.0% | +6.5% |
| 1Y | -1.1% | +7.0% | -8.1% | -1.2% |
| 3Y | -8.7% | +11.8% | -20.5% | -11.2% |
| All | -8.7% | +15.4% | -24.2% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling