-40.3%
KVYO vs MSTZ
-29.5%
-10.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -5.6% |
| 7D | -7.6% | -29.7% | +22.1% | -9.8% |
| 30D | -3.6% | -65.3% | +61.7% | -10.4% |
| 3M | +17.9% | -57.3% | +75.3% | +14.2% |
| 6M | -4.7% | -61.6% | +56.9% | -6.0% |
| YTD | -42.7% | -78.3% | +35.6% | -44.1% |
| 1Y | -40.3% | -30.2% | -10.0% | -33.3% |
| All | -40.3% | -29.5% | -10.8% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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