-28.1%
KVYO vs NTR
+34.1%
-62.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | +2.8% | +3.0% | -0.1% | +2.4% |
| 30D | +19.0% | +2.2% | +16.8% | +18.6% |
| 3M | +23.8% | +7.9% | +15.9% | +21.4% |
| 6M | +31.0% | -1.5% | +32.5% | +30.1% |
| YTD | -36.2% | +18.6% | -54.8% | -34.3% |
| 1Y | -28.1% | +31.7% | -59.8% | -29.5% |
| All | -28.1% | +34.1% | -62.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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