-50.1%
KVYO vs ALLE
+48.7%
-98.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +0.9% |
| 7D | -12.1% | -2.4% | -9.7% | -11.2% |
| 30D | -5.2% | -7.7% | +2.5% | -2.2% |
| 3M | +14.5% | +15.2% | -0.7% | +8.1% |
| 6M | -17.6% | +5.4% | -23.0% | -19.9% |
| YTD | -49.6% | -2.9% | -46.7% | -49.2% |
| 1Y | -48.6% | -12.8% | -35.8% | -44.5% |
| All | -50.1% | +48.7% | -98.8% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling