-50.1%
KVYO vs BRKR
-18.0%
-32.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -12.1% | -8.7% | -3.4% | -10.6% |
| 30D | -5.2% | -9.9% | +4.7% | -3.5% |
| 3M | +14.5% | -3.1% | +17.6% | +13.0% |
| 6M | -17.6% | +45.5% | -63.1% | -27.7% |
| YTD | -49.6% | +13.7% | -63.3% | -52.4% |
| 1Y | -48.6% | +67.4% | -116.0% | -56.7% |
| All | -50.1% | -18.0% | -32.1% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling