-24.5%
KVUE vs TCOM
+19.4%
-43.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -5.1% | -4.9% | -0.2% | -4.8% |
| 30D | -6.3% | -14.4% | +8.1% | -5.5% |
| 3M | -0.5% | -17.7% | +17.2% | +0.5% |
| 6M | +3.1% | -25.1% | +28.2% | +4.7% |
| YTD | +6.7% | -45.7% | +52.4% | +10.3% |
| 1Y | -1.1% | -47.9% | +46.7% | +2.5% |
| 3Y | -8.7% | +8.9% | -17.7% | -12.8% |
| All | -24.5% | +19.4% | -43.9% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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