-32.9%
DOCS vs KVYO
-23.8%
-9.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.7% |
| 7D | +2.6% | +6.9% | -4.3% | +0.5% |
| 30D | +11.4% | +30.1% | -18.7% | +2.7% |
| 3M | +25.4% | +15.1% | +10.2% | +19.1% |
| 6M | +42.5% | +55.4% | -12.9% | +23.9% |
| YTD | -24.7% | -31.8% | +7.1% | -20.3% |
| 1Y | -32.9% | -22.3% | -10.6% | -35.1% |
| All | -32.9% | -23.8% | -9.2% | -35.1% |
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