+3.7%
VALE vs KVYO
-18.3%
+22.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | -0.3% | +3.9% | -4.3% | -0.1% |
| 30D | -19.2% | +27.9% | -47.1% | -18.1% |
| 3M | -20.7% | +11.8% | -32.6% | -20.0% |
| 6M | -25.8% | -4.9% | -20.8% | -25.1% |
| YTD | -9.8% | -34.2% | +24.4% | -7.2% |
| 1Y | +3.7% | -17.8% | +21.5% | +4.4% |
| All | +3.7% | -18.3% | +22.0% | +4.4% |
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