-40.3%
KVYO vs WWD
+41.9%
-82.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -5.6% |
| 7D | -7.6% | +1.3% | -8.9% | -7.4% |
| 30D | -3.6% | -7.2% | +3.6% | -5.1% |
| 3M | +17.9% | -3.8% | +21.8% | +17.4% |
| 6M | -4.7% | -9.9% | +5.2% | -5.1% |
| YTD | -42.7% | +14.8% | -57.5% | -42.0% |
| 1Y | -40.3% | +42.1% | -82.3% | -35.1% |
| All | -40.3% | +41.9% | -82.2% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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