+36.5%
CCEP vs KVYO
-20.3%
+56.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.8% | +1.2% |
| 7D | +5.7% | +1.9% | +3.9% | +5.7% |
| 30D | +15.3% | +25.4% | -10.0% | +15.7% |
| 3M | +8.0% | +7.8% | +0.2% | +8.2% |
| 6M | +26.7% | -10.8% | +37.5% | +25.6% |
| YTD | +30.7% | -35.9% | +66.6% | +34.6% |
| 1Y | +36.5% | -22.6% | +59.1% | +36.5% |
| All | +36.5% | -20.3% | +56.9% | +36.5% |
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