-8.7%
KVUE vs Z
-39.0%
+30.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.4% |
| 7D | -6.1% | -11.6% | +5.5% | -5.2% |
| 30D | -5.6% | -8.5% | +2.9% | -4.9% |
| 3M | -0.3% | -7.9% | +7.6% | +0.2% |
| 6M | +1.4% | -29.1% | +30.4% | +3.5% |
| YTD | +6.7% | -54.2% | +60.9% | +12.2% |
| 1Y | +1.0% | -63.5% | +64.5% | +8.0% |
| All | -8.7% | -39.0% | +30.3% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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