-50.1%
KVYO vs VRSN
+47.9%
-97.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.6% |
| 7D | -12.1% | +0.2% | -12.3% | -12.3% |
| 30D | -5.2% | +3.8% | -8.9% | -7.3% |
| 3M | +14.5% | +5.0% | +9.5% | +10.8% |
| 6M | -17.6% | +24.9% | -42.5% | -28.4% |
| YTD | -49.6% | +21.6% | -71.2% | -55.5% |
| 1Y | -48.6% | +2.4% | -51.0% | -50.0% |
| All | -50.1% | +47.9% | -97.9% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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