-45.4%
KVYO vs DOC
+23.1%
-68.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.9% |
| 7D | -13.3% | -1.5% | -11.8% | -13.4% |
| 30D | +7.6% | -3.7% | +11.4% | +7.4% |
| 3M | +17.5% | +5.2% | +12.3% | +18.4% |
| 6M | -14.7% | +22.5% | -37.2% | -11.4% |
| YTD | -44.9% | +33.2% | -78.1% | -44.1% |
| 1Y | -46.1% | +19.8% | -65.9% | -44.0% |
| All | -45.4% | +23.1% | -68.5% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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