-50.1%
KVYO vs STLA
-68.3%
+18.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.8% | +1.0% |
| 7D | -12.1% | -2.9% | -9.2% | -11.5% |
| 30D | -5.2% | +0.9% | -6.1% | -5.3% |
| 3M | +14.5% | -21.6% | +36.1% | +19.5% |
| 6M | -17.6% | -21.6% | +4.0% | -15.5% |
| YTD | -49.6% | -50.4% | +0.8% | -42.5% |
| 1Y | -48.6% | -43.6% | -5.0% | -44.2% |
| All | -50.1% | -68.3% | +18.3% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling