+32.2%
DIS vs KVYO
-56.1%
+88.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +1.6% |
| 7D | -1.3% | -18.4% | +17.1% | 0.0% |
| 30D | +2.2% | -12.1% | +14.4% | +2.9% |
| 3M | +8.1% | +11.2% | -3.0% | +6.8% |
| 6M | +5.2% | -19.8% | +25.0% | +4.6% |
| YTD | -6.3% | -50.3% | +44.0% | -2.4% |
| 1Y | -7.3% | -48.3% | +41.0% | -4.3% |
| All | +32.2% | -56.1% | +88.3% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling