-24.4%
KVUE vs EPAM
-58.2%
+33.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.2% |
| 7D | -6.1% | -4.5% | -1.7% | -5.8% |
| 30D | -5.6% | +14.6% | -20.2% | -6.5% |
| 3M | -0.3% | +23.1% | -23.4% | -2.0% |
| 6M | +1.4% | -19.5% | +20.8% | +2.0% |
| YTD | +6.7% | -44.1% | +50.9% | +9.5% |
| 1Y | +1.0% | -25.2% | +26.2% | +1.3% |
| 3Y | -5.4% | -56.8% | +51.5% | -4.3% |
| All | -24.4% | -58.2% | +33.7% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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