-24.5%
KVUE vs EXPE
+217.4%
-241.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -5.1% | -5.8% | +0.7% | -4.6% |
| 30D | -6.3% | -13.6% | +7.3% | -5.1% |
| 3M | -0.5% | +25.2% | -25.7% | -2.2% |
| 6M | +3.1% | +22.3% | -19.3% | +1.3% |
| YTD | +6.7% | -0.3% | +7.0% | +6.1% |
| 1Y | -1.1% | +27.8% | -28.9% | -4.0% |
| 3Y | -8.7% | +162.4% | -171.2% | -16.5% |
| All | -24.5% | +217.4% | -241.9% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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