-34.0%
KVYO vs DOC
+44.2%
-78.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.4% |
| 7D | +2.8% | +6.5% | -3.6% | +3.4% |
| 30D | +19.0% | +9.2% | +9.8% | +19.9% |
| 3M | +23.8% | -2.5% | +26.3% | +23.4% |
| 6M | +31.0% | +7.1% | +23.9% | +32.7% |
| YTD | -36.2% | +33.0% | -69.2% | -34.2% |
| 1Y | -28.1% | +23.3% | -51.4% | -24.4% |
| 3Y | -34.0% | +44.9% | -79.0% | -40.1% |
| All | -34.0% | +44.2% | -78.2% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling