-50.1%
KVYO vs WY
-24.8%
-25.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -12.1% | -4.2% | -7.9% | -11.0% |
| 30D | -5.2% | -10.1% | +4.9% | -2.2% |
| 3M | +14.5% | -8.5% | +23.0% | +17.4% |
| 6M | -17.6% | -3.3% | -14.3% | -18.1% |
| YTD | -49.6% | -4.4% | -45.2% | -50.3% |
| 1Y | -48.6% | -11.5% | -37.1% | -47.3% |
| All | -50.1% | -24.8% | -25.3% | -49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling