-50.1%
KVYO vs BEN
+49.4%
-99.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -12.1% | -3.1% | -9.0% | -10.7% |
| 30D | -5.2% | +0.2% | -5.3% | -5.4% |
| 3M | +14.5% | +6.8% | +7.6% | +10.4% |
| 6M | -17.6% | +38.1% | -55.7% | -31.8% |
| YTD | -49.6% | +44.3% | -94.0% | -59.0% |
| 1Y | -48.6% | +42.6% | -91.1% | -58.0% |
| All | -50.1% | +49.4% | -99.5% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling