-28.1%
KVYO vs MOH
+39.5%
-67.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | -0.5% |
| 7D | +2.8% | +2.1% | +0.8% | +2.9% |
| 30D | +19.0% | +7.3% | +11.7% | +19.5% |
| 3M | +23.8% | +8.9% | +14.9% | +24.8% |
| 6M | +31.0% | +5.8% | +25.1% | +32.3% |
| YTD | -36.2% | +20.4% | -56.6% | -32.5% |
| 1Y | -28.1% | +42.1% | -70.1% | -31.1% |
| All | -28.1% | +39.5% | -67.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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