-24.4%
KVUE vs STLA
-61.0%
+36.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -6.1% | -3.8% | -2.3% | -5.9% |
| 30D | -5.6% | -3.1% | -2.5% | -5.4% |
| 3M | -0.3% | -19.6% | +19.3% | +1.0% |
| 6M | +1.4% | -23.5% | +24.8% | +2.9% |
| YTD | +6.7% | -51.5% | +58.3% | +11.5% |
| 1Y | +1.0% | -39.7% | +40.6% | +3.3% |
| 3Y | -5.4% | -66.3% | +60.9% | -0.8% |
| All | -24.4% | -61.0% | +36.6% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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