-25.1%
RCL vs KVUE
-4.3%
-20.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -5.1% | -2.2% | -2.8% | -4.6% |
| 30D | -19.0% | -3.7% | -15.3% | -18.4% |
| 3M | -9.6% | +12.3% | -21.8% | -11.5% |
| 6M | -6.7% | +5.4% | -12.1% | -7.9% |
| YTD | -3.9% | +12.4% | -16.4% | -6.0% |
| 1Y | -25.1% | -4.4% | -20.7% | -24.5% |
| All | -25.1% | -4.3% | -20.8% | -24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling