+102.4%
WMT vs KVYO
-55.5%
+157.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.3% |
| 7D | 0.0% | -12.1% | +12.1% | +0.4% |
| 30D | -7.4% | -5.2% | -2.3% | -7.3% |
| 3M | -10.9% | +14.5% | -25.4% | -11.4% |
| 6M | -12.7% | -17.6% | +4.9% | -12.6% |
| YTD | -3.2% | -49.6% | +46.4% | -0.2% |
| 1Y | +5.3% | -48.6% | +53.8% | +8.1% |
| All | +102.4% | -55.5% | +157.9% | +106.8% |
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