-17.8%
KVYO vs BAH
+6.2%
-24.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.6% |
| 7D | +3.9% | +5.8% | -1.8% | +1.0% |
| 30D | +27.9% | +28.7% | -0.8% | +12.2% |
| 3M | +11.8% | +20.9% | -9.1% | +1.5% |
| 6M | -4.9% | +15.2% | -20.1% | -11.5% |
| YTD | -34.2% | +7.1% | -41.3% | -38.6% |
| 1Y | -17.8% | +6.4% | -24.2% | -24.3% |
| All | -17.8% | +6.2% | -24.0% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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