-20.5%
KVYO vs DRI
+32.1%
-52.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | +0.8% |
| 7D | +3.9% | +6.5% | -2.5% | +4.9% |
| 30D | +27.9% | +16.4% | +11.5% | +31.1% |
| 3M | +11.8% | +13.6% | -1.8% | +14.0% |
| 6M | -4.9% | +22.0% | -26.9% | -0.5% |
| YTD | -34.2% | +29.3% | -63.5% | -34.1% |
| All | -20.5% | +32.1% | -52.7% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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