0.0%
KVUE vs EXPD
+29.4%
-29.3%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.7% | -3.6% |
| 7D | -7.2% | +1.2% | -8.4% | -7.3% |
| 30D | -5.7% | +5.2% | -10.9% | -6.3% |
| 3M | +0.2% | +13.2% | -13.1% | -1.4% |
| 6M | 0.0% | +30.3% | -30.3% | -3.3% |
| All | 0.0% | +29.4% | -29.3% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling