-50.1%
KVYO vs MTB
+106.4%
-156.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.2% |
| 7D | -12.1% | 0.0% | -12.1% | -12.1% |
| 30D | -5.2% | -4.8% | -0.4% | -2.8% |
| 3M | +14.5% | +6.0% | +8.5% | +11.0% |
| 6M | -17.6% | +19.6% | -37.2% | -26.1% |
| YTD | -49.6% | +21.5% | -71.1% | -55.4% |
| 1Y | -48.6% | +24.7% | -73.3% | -55.3% |
| All | -50.1% | +106.4% | -156.4% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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