-24.4%
KVUE vs TXT
+19.7%
-44.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | -6.1% | -0.2% | -5.9% | -6.1% |
| 30D | -5.6% | -10.2% | +4.6% | -4.5% |
| 3M | -0.3% | -13.3% | +12.9% | +1.1% |
| 6M | +1.4% | -14.4% | +15.7% | +2.8% |
| YTD | +6.7% | -9.1% | +15.9% | +7.7% |
| 1Y | +1.0% | -2.2% | +3.1% | +1.0% |
| 3Y | -5.4% | +5.1% | -10.5% | -6.4% |
| All | -24.4% | +19.7% | -44.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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