-14.2%
KVUE vs SN
+447.8%
-462.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -5.1% | -7.3% | +2.1% | -4.3% |
| 30D | -6.3% | -13.6% | +7.3% | -4.8% |
| 3M | -0.5% | +18.6% | -19.1% | -2.6% |
| 6M | +3.1% | +46.0% | -42.9% | -1.8% |
| YTD | +6.7% | +43.7% | -37.0% | +1.7% |
| 1Y | -1.1% | +39.2% | -40.3% | -5.7% |
| 3Y | -8.7% | +306.5% | -315.2% | -24.5% |
| All | -14.2% | +447.8% | -462.0% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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