-24.4%
KVUE vs LII
+35.1%
-59.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.3% |
| 7D | -6.1% | -3.5% | -2.6% | -5.9% |
| 30D | -5.6% | -13.5% | +7.9% | -4.5% |
| 3M | -0.3% | -26.0% | +25.7% | +1.6% |
| 6M | +1.4% | -26.8% | +28.2% | +3.2% |
| YTD | +6.7% | -22.9% | +29.6% | +8.2% |
| 1Y | +1.0% | -32.6% | +33.6% | +3.0% |
| 3Y | -5.4% | -1.3% | -4.1% | -3.4% |
| All | -24.4% | +35.1% | -59.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling