+111.1%
AXP vs KVUE
-9.1%
+120.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.8% |
| 7D | -2.5% | -7.2% | +4.7% | -1.3% |
| 30D | -5.0% | -5.7% | +0.7% | -4.1% |
| 3M | +1.4% | +0.2% | +1.2% | +1.3% |
| 6M | +6.0% | 0.0% | +6.0% | +5.9% |
| YTD | -12.3% | +6.5% | -18.8% | -13.4% |
| 1Y | +0.3% | -1.4% | +1.7% | -0.5% |
| All | +111.1% | -9.1% | +120.3% | +110.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling