-50.1%
KVYO vs AMP
+66.6%
-116.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.9% |
| 7D | -12.1% | -0.5% | -11.6% | -11.7% |
| 30D | -5.2% | -1.3% | -3.8% | -4.2% |
| 3M | +14.5% | +24.2% | -9.7% | -1.7% |
| 6M | -17.6% | +24.6% | -42.2% | -29.8% |
| YTD | -49.6% | +14.8% | -64.4% | -55.0% |
| 1Y | -48.6% | +12.8% | -61.3% | -53.5% |
| All | -50.1% | +66.6% | -116.6% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 all: compounded portfolio wealth divided by compounded AMP 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…
all analysis · Full analysis span regression · 6 months rolling