-24.4%
KVUE vs WST
-5.7%
-18.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | +0.1% |
| 7D | -6.1% | +0.4% | -6.6% | -6.1% |
| 30D | -5.6% | -2.0% | -3.5% | -5.5% |
| 3M | -0.3% | +4.1% | -4.4% | -0.5% |
| 6M | +1.4% | +47.4% | -46.1% | -0.3% |
| YTD | +6.7% | +25.4% | -18.7% | +5.5% |
| 1Y | +1.0% | +35.3% | -34.4% | -0.6% |
| 3Y | -5.4% | -11.7% | +6.3% | -6.5% |
| All | -24.4% | -5.7% | -18.7% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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