-36.6%
KVYO vs AS
-24.6%
-12.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +0.8% | -6.6% | +7.4% | +0.7% |
| 30D | +3.5% | -21.3% | +24.7% | +3.2% |
| 3M | +25.9% | -17.0% | +43.0% | +25.9% |
| 6M | +4.7% | -22.8% | +27.5% | +5.1% |
| YTD | -39.1% | -23.7% | -15.5% | -38.5% |
| All | -36.6% | -24.6% | -12.0% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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