+35.0%
LMT vs KVUE
-9.0%
+44.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -0.2% | -5.1% | +4.9% | 0.0% |
| 30D | -13.1% | -6.3% | -6.7% | -12.9% |
| 3M | -3.9% | -0.5% | -3.4% | -3.8% |
| 6M | -18.3% | +3.1% | -21.3% | -18.3% |
| YTD | +10.3% | +6.7% | +3.7% | +10.2% |
| 1Y | +14.2% | -1.1% | +15.4% | +14.6% |
| 3Y | +35.0% | -8.7% | +43.7% | +37.1% |
| All | +35.0% | -9.0% | +44.0% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling