+11.3%
YUM vs KVYO
-27.1%
+38.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -3.0% |
| 7D | +3.7% | +2.8% | +0.9% | +3.8% |
| 30D | +14.8% | +19.0% | -4.1% | +15.2% |
| 3M | +6.4% | +23.8% | -17.4% | +7.1% |
| 6M | +4.3% | +31.0% | -26.7% | +5.6% |
| YTD | +8.1% | -36.2% | +44.3% | +9.7% |
| 1Y | +11.3% | -28.1% | +39.4% | +11.7% |
| All | +11.3% | -27.1% | +38.4% | +11.7% |
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