-1.4%
KVUE vs LDOS
-27.4%
+25.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.4% |
| 7D | -7.2% | -4.2% | -3.0% | -7.0% |
| 30D | -5.7% | -7.9% | +2.2% | -5.2% |
| 3M | +0.2% | +4.1% | -4.0% | -0.8% |
| 6M | 0.0% | -28.2% | +28.2% | -0.6% |
| YTD | +6.5% | -28.5% | +35.0% | +4.0% |
| 1Y | -1.4% | -27.7% | +26.3% | -9.0% |
| All | -1.4% | -27.4% | +25.9% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling