-24.5%
KVUE vs EXEL
+191.4%
-215.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | -5.1% | -4.9% | -0.2% | -4.7% |
| 30D | -6.3% | +11.4% | -17.7% | -7.3% |
| 3M | -0.5% | +4.9% | -5.4% | -1.0% |
| 6M | +3.1% | +34.4% | -31.3% | 0.0% |
| YTD | +6.7% | +28.0% | -21.4% | +3.8% |
| 1Y | -1.1% | +43.6% | -44.8% | -5.1% |
| 3Y | -8.7% | +155.2% | -164.0% | -18.1% |
| All | -24.5% | +191.4% | -215.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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