-41.1%
KVYO vs AHR
+356.1%
-397.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.5% |
| 7D | -12.1% | -2.1% | -10.0% | -11.9% |
| 30D | -5.2% | +1.9% | -7.0% | -5.3% |
| 3M | +14.5% | +15.7% | -1.2% | +13.5% |
| 6M | -17.6% | +2.5% | -20.1% | -17.4% |
| YTD | -49.6% | +15.0% | -64.6% | -50.8% |
| 1Y | -48.6% | +28.1% | -76.7% | -51.2% |
| All | -41.1% | +356.1% | -397.2% | -65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling