-28.0%
KVYO vs TRI
-16.5%
-11.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.6% |
| 7D | -0.6% | -7.2% | +6.6% | +5.2% |
| 30D | +24.1% | +4.4% | +19.7% | +17.9% |
| 3M | +15.6% | +4.5% | +11.1% | +9.8% |
| 6M | +36.8% | +23.7% | +13.1% | +10.4% |
| YTD | -34.6% | -14.4% | -20.2% | -28.3% |
| 1Y | -28.0% | -17.4% | -10.6% | -19.8% |
| All | -28.0% | -16.5% | -11.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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