+127.7%
AXP vs KVUE
-17.7%
+145.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.8% | +0.3% |
| 7D | +0.6% | -1.9% | +2.5% | +0.9% |
| 30D | -4.3% | -3.3% | -1.0% | -3.9% |
| 3M | +4.7% | +6.0% | -1.2% | +3.8% |
| 6M | +9.0% | +2.3% | +6.6% | +8.5% |
| YTD | -11.1% | +10.3% | -21.5% | -12.6% |
| 1Y | +1.3% | +4.6% | -3.3% | -0.4% |
| 3Y | +114.5% | -2.2% | +116.7% | +110.5% |
| All | +127.7% | -17.7% | +145.4% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling