-24.6%
KVUE vs EXEL
+202.9%
-227.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.6% |
| 7D | -7.2% | -0.3% | -6.9% | -7.2% |
| 30D | -5.7% | +10.1% | -15.8% | -6.6% |
| 3M | +0.2% | +10.1% | -9.9% | -0.8% |
| 6M | 0.0% | +37.7% | -37.6% | -3.2% |
| YTD | +6.5% | +33.1% | -26.6% | +3.3% |
| 1Y | -1.4% | +52.4% | -53.8% | -5.9% |
| 3Y | -5.6% | +163.8% | -169.4% | -15.4% |
| All | -24.6% | +202.9% | -227.5% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling