-20.6%
KVYO vs BAM
+8.2%
-28.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -2.4% | -6.7% | -7.7% |
| 7D | -15.7% | -3.9% | -11.8% | -13.7% |
| 30D | -9.0% | -8.8% | -0.1% | -3.6% |
| 3M | +10.1% | +2.2% | +7.9% | +10.4% |
| 6M | -20.6% | +5.9% | -26.6% | -23.1% |
| All | -20.6% | +8.2% | -28.8% | -23.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling