-17.8%
KVYO vs BUD
+38.4%
-56.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | +0.3% |
| 7D | +3.9% | +3.3% | +0.6% | +4.1% |
| 30D | +27.9% | +11.8% | +16.1% | +29.9% |
| 3M | +11.8% | -1.1% | +12.9% | +9.2% |
| 6M | -4.9% | +14.9% | -19.8% | 0.0% |
| YTD | -34.2% | +32.6% | -66.8% | -29.7% |
| 1Y | -17.8% | +37.2% | -55.0% | -13.5% |
| All | -17.8% | +38.4% | -56.2% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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