-24.5%
KVUE vs EXE
+36.8%
-61.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.2% |
| 7D | -5.1% | -3.1% | -2.0% | -4.8% |
| 30D | -6.3% | -0.9% | -5.4% | -6.2% |
| 3M | -0.5% | +9.6% | -10.1% | -1.8% |
| 6M | +3.1% | -11.6% | +14.7% | +4.7% |
| YTD | +6.7% | -12.6% | +19.2% | +8.4% |
| 1Y | -1.1% | +1.2% | -2.3% | -1.7% |
| 3Y | -8.7% | +18.0% | -26.8% | -11.3% |
| All | -24.5% | +36.8% | -61.3% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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