-52.5%
KVYO vs ADVB
-88.8%
+36.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -3.9% |
| 7D | -13.3% | -14.0% | +0.7% | -13.3% |
| 30D | +7.6% | +41.0% | -33.3% | +7.8% |
| 3M | +17.5% | +127.9% | -110.4% | +16.2% |
| 6M | -14.7% | +101.3% | -116.1% | -16.2% |
| YTD | -44.9% | +53.8% | -98.7% | -45.5% |
| 1Y | -46.1% | +4.4% | -50.5% | -46.9% |
| All | -52.5% | -88.8% | +36.3% | -40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling