-4.4%
KVUE vs LEN
-37.1%
+32.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -2.2% | -3.2% | +0.9% | -1.7% |
| 30D | -3.7% | -4.9% | +1.2% | -2.9% |
| 3M | +12.3% | -8.5% | +20.7% | +13.6% |
| 6M | +5.4% | -20.7% | +26.1% | +7.5% |
| YTD | +12.4% | -17.4% | +29.9% | +14.4% |
| 1Y | -4.4% | -38.2% | +33.9% | -2.8% |
| All | -4.4% | -37.1% | +32.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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