-50.1%
KVYO vs COPX
+149.5%
-199.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -12.1% | -2.3% | -9.7% | -11.9% |
| 30D | -5.2% | +0.3% | -5.4% | -5.4% |
| 3M | +14.5% | +6.8% | +7.7% | +12.8% |
| 6M | -17.6% | +7.9% | -25.6% | -20.2% |
| YTD | -49.6% | +23.7% | -73.4% | -55.0% |
| 1Y | -48.6% | +71.5% | -120.1% | -60.7% |
| All | -50.1% | +149.5% | -199.6% | -71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling