-50.1%
KVYO vs CNI
+14.3%
-64.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.1% |
| 7D | -12.1% | -0.4% | -11.7% | -12.0% |
| 30D | -5.2% | -2.7% | -2.5% | -4.3% |
| 3M | +14.5% | +3.9% | +10.6% | +12.9% |
| 6M | -17.6% | +16.4% | -34.0% | -23.0% |
| YTD | -49.6% | +25.8% | -75.4% | -55.3% |
| 1Y | -48.6% | +32.4% | -80.9% | -56.0% |
| All | -50.1% | +14.3% | -64.4% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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