+28.8%
LMT vs KVUE
-20.4%
+49.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -0.5% | -6.1% | +5.6% | -0.3% |
| 30D | -10.8% | -5.6% | -5.2% | -10.6% |
| 3M | +1.6% | -0.3% | +1.9% | +1.6% |
| 6M | -17.6% | +1.4% | -18.9% | -17.6% |
| YTD | +11.6% | +6.7% | +4.8% | +11.4% |
| 1Y | +17.2% | +1.0% | +16.3% | +17.4% |
| 3Y | +35.7% | -5.4% | +41.1% | +36.8% |
| All | +28.8% | -20.4% | +49.2% | +33.5% |
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 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