+49.1%
LIN vs KVUE
-13.6%
+62.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.9% | +20.7% | +3.2% | +18.3% |
| 7D | +23.9% | +20.7% | +3.2% | +18.3% |
| 30D | +23.9% | +20.7% | +3.2% | +18.3% |
| 3M | +23.9% | +20.7% | +3.2% | +18.3% |
| 6M | +23.9% | +20.7% | +3.2% | +18.3% |
| YTD | +23.9% | +20.7% | +3.2% | +18.3% |
| 1Y | +21.2% | +42.1% | -20.9% | +13.7% |
| 3Y | +41.0% | +17.3% | +23.7% | +36.2% |
| All | +49.1% | -13.6% | +62.7% | +50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling