-17.6%
KVYO vs M
+25.0%
-42.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.7% | -6.3% | +0.8% |
| 7D | -12.1% | -4.2% | -7.9% | -12.0% |
| 30D | -5.2% | -7.2% | +2.0% | -4.7% |
| 3M | +14.5% | -11.1% | +25.6% | +14.8% |
| 6M | -17.6% | +28.8% | -46.4% | -14.7% |
| All | -17.6% | +25.0% | -42.6% | -14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling