-48.3%
KVYO vs DOC
+21.3%
-69.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -18.4% | -3.1% | -15.2% | -20.0% |
| 30D | -12.1% | -0.2% | -12.0% | -12.3% |
| 3M | +11.2% | +1.0% | +10.2% | +12.3% |
| 6M | -19.8% | +20.8% | -40.6% | +3.4% |
| YTD | -50.3% | +32.3% | -82.7% | -37.2% |
| 1Y | -48.3% | +21.3% | -69.6% | -32.2% |
| All | -48.3% | +21.3% | -69.6% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling