-28.0%
KVYO vs BRO
-8.5%
-19.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.3% |
| 7D | -0.6% | -3.4% | +2.8% | +1.3% |
| 30D | +24.1% | +12.4% | +11.6% | +15.1% |
| 3M | +15.6% | +0.4% | +15.2% | +14.4% |
| 6M | +36.8% | +29.6% | +7.2% | +24.6% |
| YTD | -34.6% | -9.5% | -25.1% | -38.3% |
| 1Y | -28.0% | -9.9% | -18.1% | -32.9% |
| All | -28.0% | -8.5% | -19.5% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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