-22.6%
KVYO vs WY
-0.7%
-21.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.6% |
| 7D | +1.9% | +9.5% | -7.7% | +2.2% |
| 30D | +25.4% | +16.3% | +9.1% | +26.2% |
| 3M | +7.8% | -15.5% | +23.3% | +4.6% |
| 6M | -10.8% | -7.1% | -3.7% | -11.5% |
| YTD | -35.9% | -6.3% | -29.6% | -38.1% |
| 1Y | -22.6% | -0.3% | -22.3% | -28.2% |
| All | -22.6% | -0.7% | -21.9% | -28.2% |
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