-17.8%
KVYO vs BAM
+4.2%
-22.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.1% | -3.8% |
| 7D | +3.9% | +14.2% | -10.3% | -4.7% |
| 30D | +27.9% | +21.0% | +6.9% | +13.1% |
| 3M | +11.8% | +5.2% | +6.6% | +8.3% |
| 6M | -4.9% | +16.0% | -20.9% | -14.0% |
| YTD | -34.2% | +6.5% | -40.7% | -38.2% |
| 1Y | -17.8% | +4.4% | -22.2% | -22.6% |
| All | -17.8% | +4.2% | -22.1% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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