-22.6%
KVYO vs JAAA
+4.8%
-27.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.9% | +0.2% | +1.7% | +1.1% |
| 30D | +25.4% | +0.4% | +25.0% | +23.1% |
| 3M | +7.8% | +1.2% | +6.6% | +2.1% |
| 6M | -10.8% | +2.3% | -13.1% | -19.4% |
| YTD | -35.9% | +3.9% | -39.8% | -39.4% |
| 1Y | -22.6% | +4.8% | -27.4% | -15.6% |
| All | -22.6% | +4.8% | -27.4% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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