+41.9%
LHX vs KVUE
-20.4%
+62.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -4.3% | -5.1% | +0.9% | -3.8% |
| 30D | -15.1% | -6.3% | -8.8% | -14.6% |
| 3M | -21.0% | -0.5% | -20.5% | -20.9% |
| 6M | -32.0% | +3.1% | -35.1% | -32.1% |
| YTD | -15.3% | +6.7% | -22.0% | -15.7% |
| 1Y | -11.1% | -1.1% | -9.9% | -10.7% |
| 3Y | +54.0% | -8.7% | +62.8% | +55.6% |
| All | +41.9% | -20.4% | +62.3% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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