-35.2%
KVYO vs DOC
+23.6%
-58.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.1% | +3.9% |
| 7D | -0.6% | +1.0% | -1.6% | -0.6% |
| 30D | +24.1% | +8.1% | +16.0% | +24.5% |
| 3M | +15.6% | +0.9% | +14.7% | +15.6% |
| 6M | +36.8% | +6.3% | +30.5% | +37.9% |
| YTD | -34.6% | +33.8% | -68.4% | -33.7% |
| 1Y | -28.0% | +21.6% | -49.7% | -25.2% |
| 3Y | -16.1% | +53.4% | -69.5% | -25.0% |
| All | -35.2% | +23.6% | -58.8% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling