-50.1%
KVYO vs CASY
+123.0%
-173.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.4% | +1.9% |
| 7D | -12.1% | -18.6% | +6.5% | -8.0% |
| 30D | -5.2% | -26.6% | +21.5% | +1.1% |
| 3M | +14.5% | -32.8% | +47.3% | +24.3% |
| 6M | -17.6% | -10.0% | -7.6% | -17.8% |
| YTD | -49.6% | +11.6% | -61.2% | -53.9% |
| 1Y | -48.6% | +11.5% | -60.0% | -53.1% |
| All | -50.1% | +123.0% | -173.1% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 3y: compounded portfolio wealth divided by compounded CASY 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…
3y analysis · Full analysis span regression · 6 months rolling