-24.6%
KVUE vs EXE
+39.4%
-64.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.3% |
| 7D | -7.2% | -2.7% | -4.5% | -6.9% |
| 30D | -5.7% | -0.4% | -5.3% | -5.7% |
| 3M | +0.2% | +9.5% | -9.3% | -1.1% |
| 6M | 0.0% | -9.3% | +9.4% | +1.3% |
| YTD | +6.5% | -10.9% | +17.4% | +7.9% |
| 1Y | -1.4% | +4.3% | -5.7% | -2.3% |
| 3Y | -5.6% | +18.8% | -24.4% | -8.4% |
| All | -24.6% | +39.4% | -64.0% | -29.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling