-50.1%
KVYO vs WWD
+164.6%
-214.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.2% |
| 7D | -12.1% | -2.6% | -9.5% | -11.7% |
| 30D | -5.2% | -6.9% | +1.8% | -4.2% |
| 3M | +14.5% | -13.0% | +27.5% | +16.5% |
| 6M | -17.6% | -12.5% | -5.2% | -16.9% |
| YTD | -49.6% | +11.8% | -61.5% | -53.9% |
| 1Y | -48.6% | +41.1% | -89.6% | -57.9% |
| All | -50.1% | +164.6% | -214.7% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling