-40.3%
KVYO vs WU
-8.3%
-32.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.9% | -5.4% |
| 7D | -7.6% | -0.8% | -6.8% | -7.4% |
| 30D | -3.6% | -1.1% | -2.5% | -3.0% |
| 3M | +17.9% | -3.9% | +21.8% | +18.0% |
| 6M | -4.7% | -20.7% | +15.9% | +3.2% |
| YTD | -42.7% | -18.4% | -24.3% | -38.6% |
| 1Y | -40.3% | -8.1% | -32.2% | -36.8% |
| All | -40.3% | -8.3% | -32.0% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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