+40.7%
VALE vs KVYO
-55.5%
+96.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.4% |
| 7D | -0.3% | -12.1% | +11.8% | 0.0% |
| 30D | +8.6% | -5.2% | +13.8% | +8.6% |
| 3M | +2.0% | +14.5% | -12.5% | +1.3% |
| 6M | +2.1% | -17.6% | +19.7% | +1.8% |
| YTD | +20.2% | -49.6% | +69.8% | +23.1% |
| 1Y | +55.2% | -48.6% | +103.7% | +58.1% |
| All | +40.7% | -55.5% | +96.1% | +40.8% |
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