-22.6%
KVYO vs BWA
+9.6%
-32.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.7% | +3.1% | -4.0% |
| 7D | +1.9% | -10.8% | +12.7% | -1.1% |
| 30D | +25.4% | -25.0% | +50.3% | +16.1% |
| 3M | +7.8% | -28.6% | +36.5% | -1.3% |
| 6M | -10.8% | -16.6% | +5.8% | -14.6% |
| YTD | -35.9% | +6.3% | -42.2% | -40.6% |
| 1Y | -22.6% | +7.2% | -29.8% | -27.8% |
| All | -22.6% | +9.6% | -32.2% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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