-57.2%
KVYO vs ADVB
-88.9%
+31.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.0% | -0.9% |
| 7D | -18.4% | -5.9% | -12.5% | -18.4% |
| 30D | -12.1% | +13.9% | -26.0% | -12.1% |
| 3M | +11.2% | +127.3% | -116.2% | +9.9% |
| 6M | -19.8% | +77.0% | -96.8% | -21.0% |
| YTD | -50.3% | +51.5% | -101.9% | -50.8% |
| 1Y | -48.3% | -11.3% | -36.9% | -48.8% |
| All | -57.2% | -88.9% | +31.8% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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