-24.6%
KVUE vs LII
+36.2%
-60.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -3.3% |
| 7D | -7.2% | +0.5% | -7.7% | -7.2% |
| 30D | -5.7% | -11.2% | +5.5% | -4.8% |
| 3M | +0.2% | -28.8% | +29.0% | +2.4% |
| 6M | 0.0% | -26.9% | +26.9% | +1.8% |
| YTD | +6.5% | -22.2% | +28.7% | +7.9% |
| 1Y | -1.4% | -32.0% | +30.5% | +0.5% |
| 3Y | -5.6% | -0.4% | -5.2% | -3.7% |
| All | -24.6% | +36.2% | -60.9% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling