-24.5%
KVUE vs TROW
+17.5%
-42.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -5.1% | -3.2% | -1.9% | -4.6% |
| 30D | -6.3% | -4.6% | -1.7% | -5.5% |
| 3M | -0.5% | -0.7% | +0.1% | -0.5% |
| 6M | +3.1% | +22.2% | -19.1% | -0.6% |
| YTD | +6.7% | +6.6% | +0.1% | +5.0% |
| 1Y | -1.1% | +5.8% | -7.0% | -2.5% |
| 3Y | -8.7% | +11.6% | -20.4% | -13.7% |
| All | -24.5% | +17.5% | -42.0% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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