-50.1%
KVYO vs TAP
-32.6%
-17.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.2% | +1.2% |
| 7D | -12.1% | -3.9% | -8.2% | -11.5% |
| 30D | -5.2% | -5.3% | +0.1% | -4.4% |
| 3M | +14.5% | -3.8% | +18.3% | +15.1% |
| 6M | -17.6% | -11.4% | -6.2% | -16.4% |
| YTD | -49.6% | -13.7% | -35.9% | -48.8% |
| 1Y | -48.6% | -17.2% | -31.4% | -47.5% |
| All | -50.1% | -32.6% | -17.5% | -48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling