-42.3%
MSTR vs KVYO
-18.3%
-24.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | -1.8% | +3.9% | -5.7% | -2.8% |
| 30D | -13.3% | +27.9% | -41.2% | -18.1% |
| 3M | +46.0% | +11.8% | +34.1% | +41.0% |
| 6M | -22.4% | -4.9% | -17.5% | -24.3% |
| YTD | -6.2% | -34.2% | +28.0% | -10.0% |
| 1Y | -42.3% | -17.8% | -24.4% | -47.8% |
| All | -42.3% | -18.3% | -24.0% | -47.8% |
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 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