-24.4%
KVUE vs S
+26.0%
-50.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.2% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | -5.6% | -11.8% | +6.2% | -5.6% |
| 3M | -0.3% | +33.9% | -34.3% | -0.3% |
| 6M | +1.4% | +40.1% | -38.7% | +1.4% |
| YTD | +6.7% | +32.1% | -25.3% | +6.8% |
| 1Y | +1.0% | +11.0% | -10.1% | +1.0% |
| 3Y | -5.4% | +16.9% | -22.3% | -5.5% |
| All | -24.4% | +26.0% | -50.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling