-50.1%
KVYO vs DRI
+53.9%
-104.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.2% |
| 7D | -12.1% | -3.2% | -8.9% | -11.5% |
| 30D | -5.2% | -7.8% | +2.7% | -3.7% |
| 3M | +14.5% | +0.4% | +14.1% | +13.8% |
| 6M | -17.6% | +4.8% | -22.4% | -19.3% |
| YTD | -49.6% | +16.7% | -66.3% | -53.2% |
| 1Y | -48.6% | +1.5% | -50.0% | -49.5% |
| All | -50.1% | +53.9% | -104.0% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling