-17.8%
KVYO vs RY
+46.4%
-64.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | +0.7% |
| 7D | +3.9% | +2.5% | +1.5% | +4.4% |
| 30D | +27.9% | +8.4% | +19.5% | +30.3% |
| 3M | +11.8% | +1.2% | +10.6% | +12.5% |
| 6M | -4.9% | +19.4% | -24.3% | -3.3% |
| YTD | -34.2% | +25.4% | -59.6% | -33.3% |
| 1Y | -17.8% | +46.7% | -64.5% | -25.1% |
| All | -17.8% | +46.4% | -64.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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