-60.8%
KVYO vs ZYBT
-58.9%
-1.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +1.4% |
| 7D | -12.1% | -3.7% | -8.4% | -12.1% |
| 30D | -5.2% | 0.0% | -5.2% | -5.2% |
| 3M | +14.5% | +72.2% | -57.7% | +11.5% |
| 6M | -17.6% | +103.1% | -120.8% | -20.5% |
| YTD | -49.6% | +34.8% | -84.4% | -51.1% |
| 1Y | -48.6% | -83.2% | +34.6% | -49.0% |
| All | -60.8% | -58.9% | -1.9% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling