+12.4%
AZN vs KVYO
-27.1%
+39.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -0.1% | +2.8% | -2.9% | -0.1% |
| 30D | +16.4% | +19.0% | -2.5% | +16.8% |
| 3M | +15.7% | +23.8% | -8.0% | +16.6% |
| 6M | +0.8% | +31.0% | -30.2% | +2.0% |
| YTD | +2.5% | -36.2% | +38.7% | +5.6% |
| 1Y | +12.4% | -28.1% | +40.5% | +15.9% |
| All | +12.4% | -27.1% | +39.6% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling