-10.5%
TEAM vs KVYO
-55.5%
+45.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.6% |
| 7D | -5.2% | -12.1% | +6.9% | +0.3% |
| 30D | +15.8% | -5.2% | +20.9% | +18.2% |
| 3M | +101.5% | +14.5% | +87.0% | +89.0% |
| 6M | +138.2% | -17.6% | +155.8% | +149.8% |
| YTD | +10.8% | -49.6% | +60.4% | +38.5% |
| 1Y | +1.7% | -48.6% | +50.2% | +24.9% |
| All | -10.5% | -55.5% | +45.0% | +8.1% |
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