-50.1%
KVYO vs ALK
+4.7%
-54.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +0.8% |
| 7D | -12.1% | -2.1% | -10.0% | -11.6% |
| 30D | -5.2% | -13.1% | +8.0% | -1.9% |
| 3M | +14.5% | -11.8% | +26.3% | +17.6% |
| 6M | -17.6% | -0.4% | -17.2% | -20.0% |
| YTD | -49.6% | -18.2% | -31.4% | -48.4% |
| 1Y | -48.6% | -35.5% | -13.0% | -42.6% |
| All | -50.1% | +4.7% | -54.8% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 5y: compounded portfolio wealth divided by compounded ALK 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…
5y analysis · Full analysis span regression · 6 months rolling