-30.6%
KVYO vs HALO
+50.4%
-80.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.9% |
| 7D | -4.2% | -19.9% | +15.7% | -5.0% |
| 30D | +18.0% | -6.7% | +24.7% | +18.2% |
| 3M | +14.3% | +0.4% | +14.0% | +15.1% |
| 6M | +34.3% | +60.6% | -26.3% | +37.8% |
| YTD | -37.1% | +53.0% | -90.1% | -34.4% |
| 1Y | -30.6% | +51.4% | -82.0% | -27.5% |
| All | -30.6% | +50.4% | -80.9% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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