-20.4%
KVUE vs LII
+41.6%
-62.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.2% |
| 7D | -2.2% | -0.7% | -1.5% | -2.2% |
| 30D | -3.7% | -12.6% | +8.9% | -2.7% |
| 3M | +12.3% | -24.4% | +36.7% | +14.2% |
| 6M | +5.4% | -28.7% | +34.1% | +7.5% |
| YTD | +12.4% | -19.1% | +31.6% | +13.5% |
| 1Y | -4.4% | -29.7% | +25.3% | -2.8% |
| 3Y | -7.5% | +4.8% | -12.3% | -6.0% |
| All | -20.4% | +41.6% | -62.0% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling