-50.1%
KVYO vs THC
+274.1%
-324.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -12.1% | -0.5% | -11.6% | -12.1% |
| 30D | -5.2% | -1.2% | -4.0% | -5.0% |
| 3M | +14.5% | +52.3% | -37.8% | +6.6% |
| 6M | -17.6% | +12.4% | -30.0% | -19.2% |
| YTD | -49.6% | +32.7% | -82.3% | -52.8% |
| 1Y | -48.6% | +36.4% | -84.9% | -52.5% |
| All | -50.1% | +274.1% | -324.1% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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