+89.0%
FDX vs KVUE
-16.1%
+105.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.6% | -0.4% |
| 7D | -2.5% | -2.2% | -0.3% | -2.2% |
| 30D | +3.8% | -3.7% | +7.5% | +4.3% |
| 3M | -1.3% | +12.3% | -13.6% | -2.9% |
| 6M | +5.0% | +5.4% | -0.4% | +4.1% |
| YTD | +39.6% | +12.4% | +27.2% | +37.4% |
| 1Y | +81.1% | -4.4% | +85.5% | +82.3% |
| 3Y | +63.0% | -7.5% | +70.6% | +61.5% |
| All | +89.0% | -16.1% | +105.2% | +87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling