-40.3%
KVYO vs HBM
+123.0%
-163.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.9% |
| 7D | -7.6% | -6.4% | -1.3% | -8.3% |
| 30D | -3.6% | +5.9% | -9.5% | -2.8% |
| 3M | +17.9% | -8.9% | +26.8% | +18.4% |
| 6M | -4.7% | +10.7% | -15.4% | -0.6% |
| YTD | -42.7% | +38.3% | -81.0% | -42.2% |
| 1Y | -40.3% | +121.3% | -161.6% | -49.0% |
| All | -40.3% | +123.0% | -163.2% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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