-21.9%
KVUE vs EXPD
+65.0%
-86.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.7% |
| 7D | -1.9% | -0.9% | -1.0% | -1.8% |
| 30D | -3.3% | +4.1% | -7.4% | -3.7% |
| 3M | +6.0% | +13.8% | -7.8% | +4.6% |
| 6M | +2.3% | +27.3% | -24.9% | -0.1% |
| YTD | +10.3% | +25.4% | -15.1% | +7.5% |
| 1Y | +4.6% | +54.4% | -49.8% | -0.8% |
| 3Y | -2.2% | +67.9% | -70.1% | -10.1% |
| All | -21.9% | +65.0% | -86.9% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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