+46.1%
MRK vs KVYO
-55.5%
+101.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -2.0% | -0.5% |
| 7D | -4.3% | -12.1% | +7.8% | -4.4% |
| 30D | +8.3% | -5.2% | +13.4% | +8.3% |
| 3M | +20.0% | +14.5% | +5.6% | +20.3% |
| 6M | +25.7% | -17.6% | +43.3% | +25.7% |
| YTD | +38.7% | -49.6% | +88.4% | +39.7% |
| 1Y | +74.7% | -48.6% | +123.2% | +75.7% |
| All | +46.1% | -55.5% | +101.6% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling