-21.9%
KVUE vs EXR
+8.6%
-30.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | -1.9% | -0.7% | -1.2% | -1.8% |
| 30D | -3.3% | -6.9% | +3.6% | -1.8% |
| 3M | +6.0% | -3.0% | +8.9% | +6.7% |
| 6M | +2.3% | -2.9% | +5.3% | +2.9% |
| YTD | +10.3% | +9.3% | +1.1% | +8.3% |
| 1Y | +4.6% | -0.9% | +5.5% | +4.5% |
| 3Y | -2.2% | +24.7% | -26.9% | -3.2% |
| All | -21.9% | +8.6% | -30.5% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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