-50.1%
KVYO vs MDY
+49.6%
-99.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -12.1% | -1.9% | -10.2% | -10.1% |
| 30D | -5.2% | -4.6% | -0.5% | 0.0% |
| 3M | +14.5% | -1.2% | +15.7% | +15.6% |
| 6M | -17.6% | +9.2% | -26.8% | -28.0% |
| YTD | -49.6% | +13.1% | -62.7% | -58.0% |
| 1Y | -48.6% | +13.0% | -61.6% | -57.2% |
| All | -50.1% | +49.6% | -99.7% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling