-50.1%
KVYO vs HBM
+447.8%
-497.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | -12.1% | -3.3% | -8.8% | -11.8% |
| 30D | -5.2% | -4.8% | -0.3% | -4.9% |
| 3M | +14.5% | -0.4% | +14.9% | +13.5% |
| 6M | -17.6% | +17.9% | -35.5% | -22.4% |
| YTD | -49.6% | +33.7% | -83.3% | -55.3% |
| 1Y | -48.6% | +95.6% | -144.1% | -59.9% |
| All | -50.1% | +447.8% | -497.9% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling