-24.5%
KVUE vs LYV
+153.9%
-178.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | -1.9% | -3.2% | -4.8% |
| 30D | -6.3% | -8.2% | +1.9% | -5.1% |
| 3M | -0.5% | -1.3% | +0.8% | -0.3% |
| 6M | +3.1% | +2.6% | +0.5% | +2.5% |
| YTD | +6.7% | +19.4% | -12.7% | +3.6% |
| 1Y | -1.1% | -2.2% | +1.1% | -1.4% |
| 3Y | -8.7% | +106.0% | -114.8% | -19.0% |
| All | -24.5% | +153.9% | -178.4% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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