-21.9%
KVUE vs LTH
+114.0%
-135.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -1.9% | +1.5% | -3.5% | -2.1% |
| 30D | -3.3% | -3.1% | -0.2% | -3.0% |
| 3M | +6.0% | +28.1% | -22.2% | +2.9% |
| 6M | +2.3% | +67.4% | -65.1% | -4.0% |
| YTD | +10.3% | +59.8% | -49.4% | +3.9% |
| 1Y | +4.6% | +45.6% | -41.0% | -0.6% |
| 3Y | -2.2% | +162.0% | -164.2% | -16.6% |
| All | -21.9% | +114.0% | -135.9% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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