+171.1%
JCI vs KVYO
-55.5%
+226.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +2.1% |
| 7D | +0.7% | -12.1% | +12.8% | +1.6% |
| 30D | -4.4% | -5.2% | +0.7% | -4.3% |
| 3M | +1.7% | +14.5% | -12.8% | -0.2% |
| 6M | +8.8% | -17.6% | +26.4% | +8.6% |
| YTD | +22.6% | -49.6% | +72.3% | +30.4% |
| 1Y | +36.2% | -48.6% | +84.8% | +43.4% |
| All | +171.1% | -55.5% | +226.6% | +178.3% |
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