-48.6%
KVYO vs BAM
-11.5%
-37.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -12.1% | -6.6% | -5.5% | -7.9% |
| 30D | -5.2% | -12.4% | +7.3% | +3.8% |
| 3M | +14.5% | +2.4% | +12.1% | +13.1% |
| 6M | -17.6% | +7.9% | -25.6% | -22.6% |
| YTD | -49.6% | -7.0% | -42.6% | -47.7% |
| 1Y | -48.6% | -13.4% | -35.2% | -44.7% |
| All | -48.6% | -11.5% | -37.1% | -44.7% |
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