+19.5%
DOCS vs KVYO
-55.7%
+75.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.1% | +8.1% | +1.3% |
| 7D | -8.1% | -15.7% | +7.7% | -4.1% |
| 30D | -5.6% | -9.0% | +3.3% | -3.5% |
| 3M | +18.3% | +10.1% | +8.2% | +14.8% |
| 6M | -5.1% | -20.6% | +15.5% | -3.4% |
| YTD | -45.4% | -49.9% | +4.5% | -38.7% |
| 1Y | -65.2% | -49.4% | -15.8% | -61.3% |
| All | +19.5% | -55.7% | +75.2% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling