-40.3%
KVYO vs WY
-4.5%
-35.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.8% | -6.7% | -5.8% |
| 7D | -7.6% | -1.7% | -5.9% | -7.7% |
| 30D | -3.6% | -10.1% | +6.5% | -4.2% |
| 3M | +17.9% | -5.1% | +23.1% | +17.7% |
| 6M | -4.7% | -4.8% | +0.1% | -4.3% |
| YTD | -42.7% | -0.2% | -42.4% | -44.2% |
| 1Y | -40.3% | -6.6% | -33.6% | -39.7% |
| All | -40.3% | -4.5% | -35.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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