-0.1%
LIN vs KVUE
+0.6%
-0.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | 0.0% |
| 7D | -4.0% | -7.2% | +3.3% | -3.2% |
| 30D | -4.9% | -5.7% | +0.8% | -4.3% |
| 3M | -9.2% | +0.2% | -9.3% | -9.0% |
| 6M | -2.6% | 0.0% | -2.6% | -2.3% |
| YTD | +10.5% | +6.5% | +4.0% | +10.3% |
| 1Y | -0.1% | -1.4% | +1.3% | +2.5% |
| All | -0.1% | +0.6% | -0.7% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling