+82.8%
FDX vs KVUE
-20.4%
+103.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.3% | -5.1% | +1.9% | -2.6% |
| 30D | -4.5% | -6.3% | +1.8% | -3.7% |
| 3M | -7.3% | -0.5% | -6.8% | -7.3% |
| 6M | +7.5% | +3.1% | +4.5% | +7.0% |
| YTD | +35.1% | +6.7% | +28.4% | +33.9% |
| 1Y | +71.4% | -1.1% | +72.5% | +71.9% |
| 3Y | +60.8% | -8.7% | +69.5% | +60.5% |
| All | +82.8% | -20.4% | +103.3% | +82.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling