+183.0%
MTZ vs KVYO
-56.1%
+239.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.7% | -3.4% |
| 7D | 0.0% | -18.4% | +18.3% | +2.4% |
| 30D | -14.8% | -12.1% | -2.7% | -13.8% |
| 3M | -30.8% | +11.2% | -42.0% | -33.1% |
| 6M | -22.6% | -19.8% | -2.9% | -22.8% |
| YTD | +6.8% | -50.3% | +57.1% | +17.9% |
| 1Y | +22.1% | -48.3% | +70.4% | +32.0% |
| All | +183.0% | -56.1% | +239.1% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling