-48.6%
KVYO vs DTE
+1.0%
-49.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +0.6% |
| 7D | -12.1% | -2.6% | -9.5% | -13.5% |
| 30D | -5.2% | -4.4% | -0.8% | -7.7% |
| 3M | +14.5% | -8.3% | +22.8% | +9.3% |
| 6M | -17.6% | -8.1% | -9.5% | -20.9% |
| YTD | -49.6% | +4.4% | -54.0% | -49.2% |
| 1Y | -48.6% | +0.2% | -48.7% | -49.2% |
| All | -48.6% | +1.0% | -49.5% | -49.2% |
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