-50.8%
KVYO vs CAPR
+41.2%
-91.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.1% | -0.8% |
| 7D | -18.4% | -10.6% | -7.8% | -18.3% |
| 30D | -12.1% | +111.2% | -123.3% | -12.6% |
| 3M | +11.2% | -67.2% | +78.4% | +11.7% |
| 6M | -19.8% | -75.1% | +55.4% | -19.2% |
| YTD | -50.3% | -71.2% | +20.9% | -50.1% |
| 1Y | -48.3% | +31.1% | -79.4% | -50.5% |
| All | -50.8% | +41.2% | -91.9% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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