+20.8%
WM vs KVYO
-18.3%
+39.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +5.9% | +3.9% | +2.0% | +5.7% |
| 30D | +15.4% | +27.9% | -12.5% | +14.2% |
| 3M | +6.3% | +11.8% | -5.5% | +5.6% |
| 6M | +5.6% | -4.9% | +10.5% | +5.1% |
| YTD | +9.9% | -34.2% | +44.2% | +11.4% |
| 1Y | +20.8% | -17.8% | +38.7% | +21.4% |
| All | +20.8% | -18.3% | +39.1% | +21.4% |
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