-48.6%
KVYO vs JAAA
+4.9%
-53.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.0% |
| 7D | -12.1% | +0.1% | -12.2% | -12.5% |
| 30D | -5.2% | +0.5% | -5.7% | -7.9% |
| 3M | +14.5% | +1.3% | +13.2% | +7.1% |
| 6M | -17.6% | +2.8% | -20.4% | -29.2% |
| YTD | -49.6% | +3.3% | -52.9% | -56.3% |
| 1Y | -48.6% | +4.9% | -53.5% | -57.5% |
| All | -48.6% | +4.9% | -53.5% | -57.5% |
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