-50.1%
KVYO vs BUD
+42.7%
-92.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.4% |
| 7D | -12.1% | -2.6% | -9.5% | -12.1% |
| 30D | -5.2% | -1.2% | -3.9% | -5.1% |
| 3M | +14.5% | -4.9% | +19.4% | +14.3% |
| 6M | -17.6% | +9.3% | -26.9% | -17.5% |
| YTD | -49.6% | +24.0% | -73.6% | -50.5% |
| 1Y | -48.6% | +34.5% | -83.1% | -50.0% |
| All | -50.1% | +42.7% | -92.8% | -54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling