-28.1%
KVYO vs DTE
+4.1%
-32.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.4% |
| 7D | +2.8% | -0.3% | +3.1% | +2.7% |
| 30D | +19.0% | +6.2% | +12.8% | +23.1% |
| 3M | +23.8% | -2.6% | +26.4% | +21.1% |
| 6M | +31.0% | -3.5% | +34.5% | +28.9% |
| YTD | -36.2% | +7.4% | -43.6% | -34.7% |
| 1Y | -28.1% | +4.2% | -32.3% | -25.8% |
| All | -28.1% | +4.1% | -32.2% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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