+20.6%
DOCS vs KVYO
-51.3%
+71.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.9% | -3.5% | -6.3% |
| 7D | -7.3% | -13.3% | +6.0% | -4.0% |
| 30D | -10.9% | +7.6% | -18.5% | -12.7% |
| 3M | +20.3% | +17.5% | +2.8% | +14.9% |
| 6M | -3.6% | -14.7% | +11.1% | -3.6% |
| YTD | -44.9% | -44.9% | +0.1% | -39.5% |
| 1Y | -64.9% | -46.1% | -18.8% | -61.6% |
| All | +20.6% | -51.3% | +71.9% | +26.3% |
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