-19.8%
KVYO vs ALM
-16.9%
-2.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.6% | +8.7% | -2.3% |
| 7D | -18.4% | -7.1% | -11.3% | -19.1% |
| 30D | -12.1% | +24.7% | -36.8% | -8.3% |
| 3M | +11.2% | +8.3% | +2.9% | +14.7% |
| 6M | -19.8% | -22.2% | +2.4% | -19.7% |
| All | -19.8% | -16.9% | -2.9% | -19.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling