-37.9%
KVYO vs AS
+109.5%
-147.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +0.8% |
| 7D | -12.1% | -4.9% | -7.1% | -10.8% |
| 30D | -5.2% | -15.0% | +9.9% | -1.1% |
| 3M | +14.5% | -21.2% | +35.6% | +21.6% |
| 6M | -17.6% | -16.0% | -1.7% | -15.5% |
| YTD | -49.6% | -24.8% | -24.8% | -46.6% |
| 1Y | -48.6% | -24.1% | -24.5% | -46.0% |
| All | -37.9% | +109.5% | -147.4% | -52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling