-1.1%
KVUE vs SU
+67.3%
-68.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | -0.1% |
| 7D | -5.1% | +2.2% | -7.4% | -4.8% |
| 30D | -6.3% | +8.4% | -14.8% | -5.4% |
| 3M | -0.5% | +12.1% | -12.6% | +0.8% |
| 6M | +3.1% | +19.7% | -16.6% | +2.5% |
| YTD | +6.7% | +58.4% | -51.7% | +1.7% |
| 1Y | -1.1% | +67.2% | -68.4% | -13.2% |
| All | -1.1% | +67.3% | -68.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling