+31.5%
DLTR vs KVYO
-20.3%
+51.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.6% | -3.6% | -6.1% |
| 7D | +4.5% | +1.9% | +2.6% | +4.4% |
| 30D | +18.7% | +25.4% | -6.6% | +18.0% |
| 3M | +7.1% | +7.8% | -0.7% | +6.7% |
| 6M | +47.2% | -10.8% | +58.0% | +44.2% |
| YTD | +12.1% | -35.9% | +48.0% | +7.0% |
| 1Y | +31.5% | -22.6% | +54.1% | +21.1% |
| All | +31.5% | -20.3% | +51.8% | +21.1% |
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