-50.1%
KVYO vs MOH
-38.3%
-11.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.5% | +1.4% |
| 7D | -12.1% | +1.7% | -13.8% | -12.1% |
| 30D | -5.2% | -0.9% | -4.3% | -5.1% |
| 3M | +14.5% | +5.7% | +8.8% | +14.8% |
| 6M | -17.6% | +39.1% | -56.7% | -17.4% |
| YTD | -49.6% | +17.7% | -67.3% | -49.2% |
| 1Y | -48.6% | +8.4% | -56.9% | -48.1% |
| All | -50.1% | -38.3% | -11.8% | -51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling