+27.1%
MTZ vs KVYO
-47.3%
+74.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +3.6% |
| 7D | +1.4% | -12.1% | +13.4% | +0.5% |
| 30D | -14.5% | -5.2% | -9.3% | -14.7% |
| 3M | -32.9% | +14.5% | -47.4% | -32.3% |
| 6M | -20.8% | -17.6% | -3.2% | -19.6% |
| YTD | +10.6% | -49.6% | +60.2% | +15.5% |
| 1Y | +27.1% | -48.6% | +75.6% | +30.9% |
| All | +27.1% | -47.3% | +74.4% | +30.9% |
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 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