-24.7%
MOS vs KVYO
-56.1%
+31.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | +0.5% | -18.4% | +18.9% | +1.2% |
| 30D | +10.9% | -12.1% | +23.0% | +11.3% |
| 3M | +29.2% | +11.2% | +18.1% | +28.2% |
| 6M | -2.3% | -19.8% | +17.5% | -2.3% |
| YTD | +8.3% | -50.3% | +58.6% | +11.5% |
| 1Y | -21.2% | -48.3% | +27.1% | -19.4% |
| All | -24.7% | -56.1% | +31.4% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling