-40.3%
KVYO vs TRU
-7.3%
-33.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.9% | +0.1% | -2.1% |
| 7D | -7.6% | -6.8% | -0.9% | -3.4% |
| 30D | -3.6% | 0.0% | -3.6% | -3.3% |
| 3M | +17.9% | +13.3% | +4.6% | +10.3% |
| 6M | -4.7% | +3.4% | -8.1% | -6.6% |
| YTD | -42.7% | -6.4% | -36.3% | -41.4% |
| 1Y | -40.3% | -9.7% | -30.6% | -38.9% |
| All | -40.3% | -7.3% | -33.0% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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