-15.6%
PCG vs KVUE
-16.1%
+0.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.7% |
| 7D | -13.9% | -2.2% | -11.6% | -13.4% |
| 30D | -16.9% | -3.7% | -13.2% | -16.2% |
| 3M | -14.7% | +12.3% | -27.0% | -16.6% |
| 6M | -23.8% | +5.4% | -29.2% | -24.7% |
| YTD | -10.5% | +12.4% | -22.9% | -12.5% |
| 1Y | -5.1% | -4.4% | -0.7% | -4.1% |
| 3Y | -11.6% | -7.5% | -4.1% | -11.8% |
| All | -15.6% | -16.1% | +0.5% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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