-24.6%
KVUE vs STLA
-60.9%
+36.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.4% |
| 7D | -7.2% | +0.4% | -7.6% | -7.2% |
| 30D | -5.7% | -5.2% | -0.5% | -5.4% |
| 3M | +0.2% | -24.9% | +25.0% | +1.9% |
| 6M | 0.0% | -25.2% | +25.2% | +1.7% |
| YTD | +6.5% | -51.4% | +57.9% | +11.2% |
| 1Y | -1.4% | -40.7% | +39.3% | +1.0% |
| 3Y | -5.6% | -66.3% | +60.7% | -1.1% |
| All | -24.6% | -60.9% | +36.3% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling