-28.1%
KVYO vs TRU
+2.1%
-30.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.9% |
| 7D | +2.8% | +5.7% | -2.9% | -0.9% |
| 30D | +19.0% | +29.2% | -10.3% | -0.1% |
| 3M | +23.8% | +2.7% | +21.1% | +21.9% |
| 6M | +31.0% | +15.2% | +15.8% | +20.7% |
| YTD | -36.2% | -4.9% | -31.4% | -34.9% |
| 1Y | -28.1% | +3.4% | -31.5% | -31.3% |
| All | -28.1% | +2.1% | -30.2% | -31.3% |
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