-50.1%
KVYO vs BWA
+66.6%
-116.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | 0.0% | +1.3% |
| 7D | -12.1% | -1.3% | -10.8% | -12.0% |
| 30D | -5.2% | -2.9% | -2.2% | -4.9% |
| 3M | +14.5% | -10.7% | +25.2% | +16.1% |
| 6M | -17.6% | +26.5% | -44.1% | -22.6% |
| YTD | -49.6% | +49.1% | -98.7% | -56.2% |
| 1Y | -48.6% | +52.1% | -100.6% | -55.7% |
| All | -50.1% | +66.6% | -116.7% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling