-1.1%
KVUE vs EPAM
-24.0%
+22.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.0% | -0.3% |
| 7D | -5.1% | +0.7% | -5.9% | -5.2% |
| 30D | -6.3% | +17.6% | -23.9% | -7.6% |
| 3M | -0.5% | +27.1% | -27.6% | -2.5% |
| 6M | +3.1% | -17.0% | +20.0% | +2.0% |
| YTD | +6.7% | -42.4% | +49.1% | +6.0% |
| 1Y | -1.1% | -25.3% | +24.2% | -7.0% |
| All | -1.1% | -24.0% | +22.8% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling