-17.8%
KVYO vs TAP
+4.4%
-22.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | -0.5% |
| 7D | +3.9% | +9.9% | -6.0% | +2.1% |
| 30D | +27.9% | +18.1% | +9.8% | +24.5% |
| 3M | +11.8% | +3.2% | +8.6% | +10.3% |
| 6M | -4.9% | +8.4% | -13.4% | -6.5% |
| YTD | -34.2% | -4.4% | -29.8% | -35.2% |
| 1Y | -17.8% | +3.2% | -21.1% | -21.2% |
| All | -17.8% | +4.4% | -22.2% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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