+4.0%
MTUM vs KVYO
-27.1%
+31.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +1.8% |
| 7D | -10.2% | +2.8% | -13.1% | -10.0% |
| 30D | -20.9% | +19.0% | -39.9% | -20.1% |
| 3M | -17.1% | +23.8% | -40.9% | -15.8% |
| 6M | -14.5% | +31.0% | -45.5% | -12.6% |
| YTD | +2.3% | -36.2% | +38.5% | +6.9% |
| 1Y | +4.0% | -28.1% | +32.1% | +6.5% |
| All | +4.0% | -27.1% | +31.1% | +6.5% |
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