-24.4%
KVUE vs TRGP
+337.9%
-362.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.1% | -0.6% | -5.6% | -6.1% |
| 30D | -5.6% | +10.0% | -15.5% | -6.7% |
| 3M | -0.3% | +7.6% | -8.0% | -1.4% |
| 6M | +1.4% | +26.8% | -25.4% | -2.3% |
| YTD | +6.7% | +60.6% | -53.8% | -1.1% |
| 1Y | +1.0% | +82.5% | -81.5% | -8.7% |
| 3Y | -5.4% | +265.0% | -270.4% | -19.6% |
| All | -24.4% | +337.9% | -362.3% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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