-30.6%
KVYO vs HBM
+31.9%
-62.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.8% | -2.4% |
| 7D | -4.2% | +2.4% | -6.6% | -3.8% |
| 30D | +18.0% | -16.0% | +33.9% | +14.7% |
| 3M | +14.3% | -21.3% | +35.7% | +10.7% |
| 6M | +34.3% | -12.2% | +46.5% | +34.9% |
| YTD | -37.1% | +10.7% | -47.8% | -38.1% |
| 1Y | -30.6% | +30.3% | -60.9% | -34.3% |
| All | -30.6% | +31.9% | -62.4% | -34.3% |
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