-17.8%
KVYO vs KMX
+35.0%
-52.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | +0.1% |
| 7D | +3.9% | +2.1% | +1.8% | +4.0% |
| 30D | +27.9% | +0.5% | +27.4% | +27.7% |
| 3M | +11.8% | -4.1% | +16.0% | +11.6% |
| 6M | -4.9% | +49.5% | -54.5% | -4.3% |
| YTD | -34.2% | +42.7% | -76.9% | -30.8% |
| 1Y | -17.8% | +35.3% | -53.2% | -13.7% |
| All | -17.8% | +35.0% | -52.8% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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