-22.6%
KVYO vs WU
-12.6%
-10.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.5% | -9.1% | -5.8% |
| 7D | +1.9% | +13.0% | -11.2% | -4.6% |
| 30D | +25.4% | +14.3% | +11.0% | +16.8% |
| 3M | +7.8% | +0.1% | +7.7% | +7.4% |
| 6M | -10.8% | -17.7% | +6.9% | -3.1% |
| YTD | -35.9% | -17.3% | -18.6% | -31.0% |
| 1Y | -22.6% | -11.1% | -11.5% | -19.1% |
| All | -22.6% | -12.6% | -10.0% | -19.1% |
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