-20.4%
KVUE vs WM
+37.4%
-57.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.7% |
| 7D | -2.2% | -0.3% | -1.9% | -2.2% |
| 30D | -3.7% | -2.4% | -1.3% | -3.0% |
| 3M | +12.3% | +0.4% | +11.8% | +12.1% |
| 6M | +5.4% | -9.5% | +14.9% | +8.4% |
| YTD | +12.4% | +0.5% | +11.9% | +11.7% |
| 1Y | -4.4% | -1.1% | -3.3% | -4.3% |
| 3Y | -7.5% | +46.0% | -53.6% | -11.1% |
| All | -20.4% | +37.4% | -57.8% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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