-20.5%
KVYO vs WCN
+14.9%
-35.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.6% | -1.4% |
| 7D | +3.9% | +6.7% | -2.8% | +0.3% |
| 30D | +27.9% | +24.3% | +3.6% | +13.1% |
| 3M | +11.8% | +16.1% | -4.3% | +2.8% |
| 6M | -4.9% | +19.9% | -24.9% | -13.9% |
| YTD | -34.2% | +10.1% | -44.3% | -37.4% |
| All | -20.5% | +14.9% | -35.5% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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