-50.8%
KVYO vs BUD
+41.7%
-92.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.9% |
| 7D | -18.4% | -3.2% | -15.2% | -18.3% |
| 30D | -12.1% | -3.7% | -8.5% | -12.2% |
| 3M | +11.2% | -4.4% | +15.6% | +11.1% |
| 6M | -19.8% | +7.7% | -27.5% | -19.7% |
| YTD | -50.3% | +23.1% | -73.4% | -51.2% |
| 1Y | -48.3% | +33.6% | -81.9% | -49.7% |
| All | -50.8% | +41.7% | -92.4% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling