-28.1%
KVYO vs AHR
+26.3%
-54.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | +0.2% |
| 7D | +2.8% | +8.2% | -5.4% | +4.5% |
| 30D | +19.0% | +17.3% | +1.7% | +23.6% |
| 3M | +23.8% | +6.4% | +17.4% | +25.0% |
| 6M | +31.0% | +16.9% | +14.1% | +38.8% |
| YTD | -36.2% | +24.9% | -61.1% | -29.4% |
| 1Y | -28.1% | +23.3% | -51.4% | -20.4% |
| All | -28.1% | +26.3% | -54.4% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling