-34.9%
KVYO vs DOC
+22.0%
-56.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.5% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | +25.9% | +6.6% | +19.3% | +26.2% |
| 3M | +23.7% | -1.1% | +24.8% | +23.5% |
| 6M | +47.7% | +4.8% | +42.9% | +48.8% |
| YTD | -34.3% | +32.1% | -66.4% | -33.4% |
| 1Y | -27.2% | +21.9% | -49.1% | -24.8% |
| 3Y | -15.7% | +51.4% | -67.1% | -24.6% |
| All | -34.9% | +22.0% | -56.9% | -36.7% |
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