+11.4%
AMT vs KVYO
-55.5%
+66.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.8% |
| 7D | +1.1% | -12.1% | +13.2% | +0.9% |
| 30D | +4.4% | -5.2% | +9.5% | +4.3% |
| 3M | -5.2% | +14.5% | -19.6% | -4.7% |
| 6M | -0.8% | -17.6% | +16.8% | -1.1% |
| YTD | +3.3% | -49.6% | +52.9% | +1.7% |
| 1Y | -6.0% | -48.6% | +42.5% | -7.3% |
| All | +11.4% | -55.5% | +66.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 5y: compounded portfolio wealth divided by compounded KVYO 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…
5y analysis · Full analysis span regression · 6 months rolling