+49.5%
JBL vs KVYO
-39.6%
+89.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.8% | +7.3% | +0.9% |
| 7D | +3.0% | -7.6% | +10.7% | +2.2% |
| 30D | -8.3% | -3.6% | -4.7% | -8.3% |
| 3M | -16.9% | +17.9% | -34.8% | -14.7% |
| 6M | +21.8% | -4.7% | +26.5% | +22.0% |
| YTD | +36.3% | -42.7% | +79.0% | +38.5% |
| 1Y | +49.5% | -40.3% | +89.8% | +50.9% |
| All | +49.5% | -39.6% | +89.1% | +50.9% |
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