-50.8%
KVYO vs THC
+273.8%
-324.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | -18.4% | 0.0% | -18.4% | -18.4% |
| 30D | -12.1% | +1.5% | -13.7% | -12.5% |
| 3M | +11.2% | +59.9% | -48.7% | +2.7% |
| 6M | -19.8% | +11.0% | -30.7% | -21.1% |
| YTD | -50.3% | +32.6% | -82.9% | -53.4% |
| 1Y | -48.3% | +37.4% | -85.6% | -52.3% |
| All | -50.8% | +273.8% | -324.5% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling