-50.1%
KVYO vs ALLY
+61.9%
-112.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -12.1% | -3.8% | -8.3% | -10.4% |
| 30D | -5.2% | -4.9% | -0.2% | -2.8% |
| 3M | +14.5% | -2.6% | +17.1% | +15.9% |
| 6M | -17.6% | +15.7% | -33.4% | -25.1% |
| YTD | -49.6% | -5.2% | -44.5% | -49.0% |
| 1Y | -48.6% | +2.8% | -51.4% | -50.2% |
| All | -50.1% | +61.9% | -112.0% | -64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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