-48.6%
KVYO vs CPB
-33.6%
-14.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -12.1% | -1.8% | -10.3% | -11.5% |
| 30D | -5.2% | -7.1% | +1.9% | -2.0% |
| 3M | +14.5% | -6.0% | +20.5% | +17.4% |
| 6M | -17.6% | -5.3% | -12.4% | -16.2% |
| YTD | -49.6% | -20.8% | -28.8% | -46.1% |
| 1Y | -48.6% | -33.8% | -14.7% | -44.6% |
| All | -48.6% | -33.6% | -14.9% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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