-50.1%
KVYO vs STZ
-50.0%
0.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.5% |
| 7D | -12.1% | -4.5% | -7.6% | -11.9% |
| 30D | -5.2% | -8.6% | +3.4% | -4.9% |
| 3M | +14.5% | -13.8% | +28.3% | +14.9% |
| 6M | -17.6% | -17.2% | -0.5% | -17.6% |
| YTD | -49.6% | -9.4% | -40.3% | -50.6% |
| 1Y | -48.6% | -11.9% | -36.7% | -49.3% |
| All | -50.1% | -50.0% | 0.0% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 3y: compounded portfolio wealth divided by compounded STZ 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…
3y analysis · Full analysis span regression · 6 months rolling