-20.5%
KVYO vs CHD
+31.5%
-52.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | +0.2% |
| 7D | +3.9% | +6.9% | -3.0% | +4.3% |
| 30D | +27.9% | +17.1% | +10.8% | +29.4% |
| 3M | +11.8% | +9.1% | +2.7% | +11.5% |
| 6M | -4.9% | +21.4% | -26.3% | +0.6% |
| YTD | -34.2% | +34.9% | -69.1% | -29.6% |
| All | -20.5% | +31.5% | -52.0% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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