-40.3%
KVYO vs CLBK
+73.3%
-113.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | -7.6% | +1.2% | -8.9% | -8.1% |
| 30D | -3.6% | +9.1% | -12.7% | -7.1% |
| 3M | +17.9% | +27.7% | -9.8% | +6.0% |
| 6M | -4.7% | +40.8% | -45.5% | -18.1% |
| YTD | -42.7% | +66.4% | -109.1% | -54.0% |
| 1Y | -40.3% | +72.4% | -112.6% | -54.3% |
| All | -40.3% | +73.3% | -113.6% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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