-5.8%
MRSH vs KVYO
-55.5%
+49.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -4.8% | -12.1% | +7.3% | -4.2% |
| 30D | -6.3% | -5.2% | -1.2% | -6.2% |
| 3M | +5.8% | +14.5% | -8.7% | +5.1% |
| 6M | +2.8% | -17.6% | +20.4% | +2.8% |
| YTD | -3.1% | -49.6% | +46.5% | -2.4% |
| 1Y | -11.3% | -48.6% | +37.3% | -10.7% |
| All | -5.8% | -55.5% | +49.7% | -5.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling