+133.9%
HL vs KVUE
-4.3%
+138.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.7% |
| 7D | +1.5% | -2.2% | +3.7% | +1.1% |
| 30D | +25.1% | -3.7% | +28.7% | +24.1% |
| 3M | +22.9% | +12.3% | +10.6% | +26.4% |
| 6M | -4.9% | +5.4% | -10.3% | -3.4% |
| YTD | +7.8% | +12.4% | -4.6% | +12.1% |
| 1Y | +133.9% | -4.4% | +138.3% | +140.7% |
| All | +133.9% | -4.3% | +138.2% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 1y: compounded portfolio wealth divided by compounded KVUE 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…
1y analysis · Full analysis span regression · 6 months rolling