-50.1%
KVYO vs Z
-31.7%
-18.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.0% | -2.6% | -0.5% |
| 7D | -12.1% | -6.0% | -6.0% | -9.5% |
| 30D | -5.2% | -2.3% | -2.9% | -4.2% |
| 3M | +14.5% | -0.6% | +15.1% | +15.4% |
| 6M | -17.6% | -27.6% | +10.0% | -5.8% |
| YTD | -49.6% | -52.4% | +2.7% | -31.3% |
| 1Y | -48.6% | -63.6% | +15.0% | -21.9% |
| All | -50.1% | -31.7% | -18.4% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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