-50.1%
KVYO vs TRMB
+9.4%
-59.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +0.2% |
| 7D | -12.1% | -3.0% | -9.0% | -9.5% |
| 30D | -5.2% | +2.3% | -7.5% | -6.6% |
| 3M | +14.5% | +15.3% | -0.8% | +2.3% |
| 6M | -17.6% | -14.7% | -2.9% | -3.0% |
| YTD | -49.6% | -26.4% | -23.2% | -34.0% |
| 1Y | -48.6% | -30.4% | -18.1% | -30.3% |
| All | -50.1% | +9.4% | -59.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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