-22.6%
KVYO vs WCC
+13.9%
-36.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.6% | +7.0% | -4.7% |
| 7D | +1.9% | -21.9% | +23.7% | -3.7% |
| 30D | +25.4% | -25.4% | +50.8% | +17.5% |
| 3M | +7.8% | -23.1% | +30.9% | +2.2% |
| 6M | -10.8% | -18.1% | +7.2% | -12.9% |
| YTD | -35.9% | +17.7% | -53.6% | -37.6% |
| 1Y | -22.6% | +12.4% | -35.0% | -24.6% |
| All | -22.6% | +13.9% | -36.5% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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