-8.7%
KVUE vs XME
+122.1%
-130.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -5.1% | -4.2% | -0.9% | -5.0% |
| 30D | -6.3% | -2.7% | -3.6% | -6.3% |
| 3M | -0.5% | -3.9% | +3.4% | -0.3% |
| 6M | +3.1% | -1.0% | +4.1% | +2.9% |
| YTD | +6.7% | +9.8% | -3.1% | +6.0% |
| 1Y | -1.1% | +32.5% | -33.7% | -3.4% |
| 3Y | -8.7% | +124.3% | -133.1% | -20.4% |
| All | -8.7% | +122.1% | -130.8% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 3y: compounded portfolio wealth divided by compounded XME 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…
3y analysis · Full analysis span regression · 6 months rolling