-21.9%
KVUE vs SNAP
-32.5%
+10.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.9% |
| 7D | -1.9% | +1.5% | -3.4% | -1.9% |
| 30D | -3.3% | +1.9% | -5.2% | -3.3% |
| 3M | +6.0% | -3.9% | +9.8% | +5.9% |
| 6M | +2.3% | +5.2% | -2.9% | +2.1% |
| YTD | +10.3% | -32.7% | +43.1% | +10.6% |
| 1Y | +4.6% | -24.8% | +29.4% | +4.5% |
| 3Y | -2.2% | -42.2% | +40.0% | -4.2% |
| All | -21.9% | -32.5% | +10.6% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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