-28.1%
KVYO vs QSR
+19.5%
-47.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.3% |
| 7D | +2.8% | +7.3% | -4.5% | -2.5% |
| 30D | +19.0% | +11.9% | +7.1% | +9.4% |
| 3M | +23.8% | +7.5% | +16.3% | +16.4% |
| 6M | +31.0% | +2.5% | +28.5% | +28.1% |
| YTD | -36.2% | +17.0% | -53.2% | -38.2% |
| 1Y | -28.1% | +18.1% | -46.2% | -30.8% |
| All | -28.1% | +19.5% | -47.6% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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