-22.6%
KVYO vs COPX
+22.8%
-45.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.8% | +3.2% | -3.8% |
| 7D | +1.9% | -7.5% | +9.3% | +0.1% |
| 30D | +25.4% | -18.6% | +44.0% | +19.8% |
| 3M | +7.8% | -19.0% | +26.8% | +3.3% |
| 6M | -10.8% | -9.9% | -0.9% | -10.4% |
| YTD | -35.9% | -1.8% | -34.1% | -39.6% |
| 1Y | -22.6% | +21.6% | -44.2% | -32.8% |
| All | -22.6% | +22.8% | -45.3% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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