-40.3%
KVYO vs M
+46.1%
-86.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -5.9% |
| 7D | -7.6% | +4.7% | -12.4% | -7.8% |
| 30D | -3.6% | -9.6% | +6.1% | -3.1% |
| 3M | +17.9% | +0.9% | +17.1% | +18.3% |
| 6M | -4.7% | +22.3% | -27.0% | -4.5% |
| YTD | -42.7% | +6.5% | -49.2% | -42.5% |
| 1Y | -40.3% | +38.8% | -79.0% | -46.5% |
| All | -40.3% | +46.1% | -86.4% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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