-40.3%
KVYO vs ALM
+318.3%
-358.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.5% | -4.3% | -5.9% |
| 7D | -7.6% | -2.6% | -5.0% | -7.7% |
| 30D | -3.6% | +32.0% | -35.6% | -2.9% |
| 3M | +17.9% | -15.0% | +33.0% | +19.6% |
| 6M | -4.7% | -10.1% | +5.4% | -4.9% |
| YTD | -42.7% | +99.4% | -142.1% | -48.2% |
| 1Y | -40.3% | +316.4% | -356.6% | -55.0% |
| All | -40.3% | +318.3% | -358.6% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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