-22.6%
KVYO vs WSM
+35.8%
-58.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.7% | -2.0% |
| 7D | +1.9% | -0.5% | +2.3% | +1.9% |
| 30D | +25.4% | +7.1% | +18.3% | +24.4% |
| 3M | +7.8% | +4.5% | +3.3% | +7.1% |
| 6M | -10.8% | +44.4% | -55.2% | -12.1% |
| YTD | -35.9% | +46.8% | -82.7% | -32.7% |
| 1Y | -22.6% | +31.7% | -54.3% | -16.0% |
| All | -22.6% | +35.8% | -58.4% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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