-48.6%
KVYO vs WCC
+66.6%
-115.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +2.1% |
| 7D | -12.1% | +1.5% | -13.6% | -11.8% |
| 30D | -5.2% | -2.1% | -3.0% | -5.3% |
| 3M | +14.5% | +3.8% | +10.7% | +16.3% |
| 6M | -17.6% | +35.0% | -52.6% | -18.2% |
| YTD | -49.6% | +46.4% | -96.0% | -50.8% |
| 1Y | -48.6% | +63.0% | -111.5% | -51.0% |
| All | -48.6% | +66.6% | -115.1% | -51.0% |
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