+44.9%
MO vs KVYO
-20.3%
+65.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.5% |
| 7D | +1.1% | +1.9% | -0.8% | +1.0% |
| 30D | +13.2% | +25.4% | -12.2% | +12.4% |
| 3M | +15.2% | +7.8% | +7.3% | +14.9% |
| 6M | +9.9% | -10.8% | +20.7% | +10.2% |
| YTD | +41.1% | -35.9% | +77.0% | +44.9% |
| 1Y | +44.9% | -22.6% | +67.5% | +46.3% |
| All | +44.9% | -20.3% | +65.2% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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