-21.9%
KVUE vs LDOS
+67.4%
-89.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.7% |
| 7D | -1.9% | -7.1% | +5.2% | -1.5% |
| 30D | -3.3% | -6.1% | +2.8% | -2.9% |
| 3M | +6.0% | +5.6% | +0.3% | +5.3% |
| 6M | +2.3% | -26.9% | +29.2% | +3.5% |
| YTD | +10.3% | -27.9% | +38.3% | +11.2% |
| 1Y | +4.6% | -26.8% | +31.4% | +5.2% |
| 3Y | -2.2% | +39.6% | -41.8% | -9.9% |
| All | -21.9% | +67.4% | -89.3% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LDOS 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling