-24.4%
KVUE vs TPR
+226.1%
-250.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.1% |
| 7D | -6.1% | -5.1% | -1.0% | -5.7% |
| 30D | -5.6% | -27.6% | +22.0% | -3.2% |
| 3M | -0.3% | -17.5% | +17.1% | +0.9% |
| 6M | +1.4% | -21.3% | +22.7% | +2.9% |
| YTD | +6.7% | -8.5% | +15.2% | +6.8% |
| 1Y | +1.0% | +11.5% | -10.5% | -0.9% |
| 3Y | -5.4% | +288.0% | -293.4% | -21.3% |
| All | -24.4% | +226.1% | -250.6% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 10y: compounded portfolio wealth divided by compounded TPR 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…
10y analysis · Full analysis span regression · 6 months rolling