-8.7%
KVUE vs YUM
+17.9%
-26.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.5% |
| 7D | -5.1% | -6.1% | +0.9% | -3.4% |
| 30D | -6.3% | -5.8% | -0.5% | -4.8% |
| 3M | -0.5% | -7.6% | +7.1% | +1.6% |
| 6M | +3.1% | -9.1% | +12.2% | +5.7% |
| YTD | +6.7% | -5.5% | +12.2% | +8.1% |
| 1Y | -1.1% | -3.7% | +2.6% | -0.5% |
| 3Y | -8.7% | +17.8% | -26.5% | -15.9% |
| All | -8.7% | +17.9% | -26.6% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 3y: compounded portfolio wealth divided by compounded YUM 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…
3y analysis · Full analysis span regression · 6 months rolling