-8.7%
KVUE vs TECK
+65.8%
-74.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -5.1% | -3.8% | -1.3% | -5.0% |
| 30D | -6.3% | +0.7% | -7.1% | -6.4% |
| 3M | -0.5% | +4.6% | -5.1% | -0.7% |
| 6M | +3.1% | +25.1% | -22.0% | +2.0% |
| YTD | +6.7% | +39.2% | -32.5% | +5.0% |
| 1Y | -1.1% | +60.3% | -61.5% | -3.5% |
| 3Y | -8.7% | +62.9% | -71.6% | -12.5% |
| All | -8.7% | +65.8% | -74.5% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 3y: compounded portfolio wealth divided by compounded TECK 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…
3y analysis · Full analysis span regression · 6 months rolling