-50.1%
KVYO vs AEE
+42.5%
-92.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -12.1% | -0.8% | -11.3% | -12.1% |
| 30D | -5.2% | -2.9% | -2.2% | -5.4% |
| 3M | +14.5% | -2.4% | +16.9% | +14.4% |
| 6M | -17.6% | -2.7% | -14.9% | -17.5% |
| YTD | -49.6% | +7.3% | -56.9% | -49.8% |
| 1Y | -48.6% | +7.5% | -56.1% | -48.8% |
| All | -50.1% | +42.5% | -92.5% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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