+74.9%
ZETA vs KVYO
-35.9%
+110.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.3% | +5.0% | +6.2% |
| 7D | +8.1% | +0.8% | +7.4% | +7.8% |
| 30D | +34.7% | +3.5% | +31.3% | +31.6% |
| 3M | +40.4% | +25.9% | +14.5% | +24.9% |
| 6M | +81.2% | +4.7% | +76.4% | +61.2% |
| YTD | +60.6% | -39.1% | +99.7% | +83.4% |
| All | +74.9% | -35.9% | +110.9% | +85.4% |
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