+82.7%
FDX vs KVUE
-20.4%
+103.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.9% | -6.1% | +2.3% | -3.0% |
| 30D | -3.3% | -5.6% | +2.3% | -2.5% |
| 3M | -2.0% | -0.3% | -1.6% | -2.0% |
| 6M | +8.0% | +1.4% | +6.7% | +7.7% |
| YTD | +35.0% | +6.7% | +28.3% | +33.8% |
| 1Y | +73.7% | +1.0% | +72.7% | +73.6% |
| 3Y | +61.6% | -5.4% | +67.0% | +61.2% |
| All | +82.7% | -20.4% | +103.1% | +82.6% |
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