-24.6%
KVUE vs EXPE
+208.1%
-232.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.4% |
| 7D | -7.2% | -11.5% | +4.3% | -6.2% |
| 30D | -5.7% | -13.1% | +7.4% | -4.5% |
| 3M | +0.2% | +18.1% | -18.0% | -1.1% |
| 6M | 0.0% | +13.3% | -13.2% | -1.1% |
| YTD | +6.5% | -3.2% | +9.7% | +6.2% |
| 1Y | -1.4% | +26.1% | -27.6% | -4.1% |
| 3Y | -5.6% | +151.7% | -157.3% | -13.5% |
| All | -24.6% | +208.1% | -232.7% | -31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling