+198.1%
JBL vs KVYO
-55.5%
+253.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.4% | +3.6% | +5.0% |
| 7D | +2.4% | -12.1% | +14.5% | +3.3% |
| 30D | -13.1% | -5.2% | -8.0% | -13.0% |
| 3M | -15.6% | +14.5% | -30.1% | -17.3% |
| 6M | +24.6% | -17.6% | +42.2% | +22.8% |
| YTD | +39.6% | -49.6% | +89.2% | +48.8% |
| 1Y | +48.6% | -48.6% | +97.2% | +56.9% |
| All | +198.1% | -55.5% | +253.5% | +213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling