-24.6%
KVUE vs XME
+154.3%
-178.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -3.5% |
| 7D | -7.2% | -0.2% | -7.0% | -7.2% |
| 30D | -5.7% | +1.4% | -7.1% | -5.7% |
| 3M | +0.2% | +2.7% | -2.6% | +0.1% |
| 6M | 0.0% | +6.5% | -6.5% | -0.5% |
| YTD | +6.5% | +15.2% | -8.7% | +5.6% |
| 1Y | -1.4% | +43.5% | -44.9% | -4.3% |
| 3Y | -5.6% | +135.9% | -141.5% | -16.6% |
| All | -24.6% | +154.3% | -178.9% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling