+193.0%
MTZ vs KVYO
-55.5%
+248.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +3.4% |
| 7D | +1.4% | -12.1% | +13.4% | +2.9% |
| 30D | -14.5% | -5.2% | -9.3% | -14.3% |
| 3M | -32.9% | +14.5% | -47.4% | -35.4% |
| 6M | -20.8% | -17.6% | -3.2% | -21.4% |
| YTD | +10.6% | -49.6% | +60.2% | +21.9% |
| 1Y | +27.1% | -48.6% | +75.6% | +37.9% |
| All | +193.0% | -55.5% | +248.5% | +206.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling