-50.1%
KVYO vs QID
-74.3%
+24.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +0.6% |
| 7D | -12.1% | +1.3% | -13.4% | -11.5% |
| 30D | -5.2% | +2.9% | -8.1% | -3.6% |
| 3M | +14.5% | -0.7% | +15.2% | +14.4% |
| 6M | -17.6% | -29.7% | +12.1% | -32.6% |
| YTD | -49.6% | -27.9% | -21.7% | -57.6% |
| 1Y | -48.6% | -34.6% | -14.0% | -58.9% |
| All | -50.1% | -74.3% | +24.3% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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