+836.5%
CDE vs KVYO
-55.5%
+892.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.0% |
| 7D | -3.1% | -12.1% | +9.0% | -1.6% |
| 30D | +9.5% | -5.2% | +14.6% | +9.6% |
| 3M | +25.5% | +14.5% | +11.0% | +22.4% |
| 6M | -7.9% | -17.6% | +9.7% | -9.0% |
| YTD | +15.6% | -49.6% | +65.2% | +25.1% |
| 1Y | +34.0% | -48.6% | +82.6% | +43.5% |
| All | +836.5% | -55.5% | +892.0% | +827.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling