-36.6%
KVYO vs BURL
-11.8%
-24.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.3% |
| 7D | +0.8% | -10.8% | +11.6% | +0.8% |
| 30D | +3.5% | -29.7% | +33.2% | +4.5% |
| 3M | +25.9% | -21.3% | +47.3% | +27.1% |
| 6M | +4.7% | -13.9% | +18.6% | +4.8% |
| YTD | -39.1% | -10.5% | -28.7% | -39.3% |
| All | -36.6% | -11.8% | -24.7% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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