+22.4%
ZM vs KVYO
-39.6%
+62.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.8% | +9.1% | +4.8% |
| 7D | +2.9% | -7.6% | +10.6% | +5.0% |
| 30D | +0.7% | -3.6% | +4.3% | +0.7% |
| 3M | -3.7% | +17.9% | -21.6% | -9.4% |
| 6M | +29.9% | -4.7% | +34.6% | +24.2% |
| YTD | +17.4% | -42.7% | +60.1% | +25.8% |
| 1Y | +22.4% | -40.3% | +62.7% | +27.4% |
| All | +22.4% | -39.6% | +62.0% | +27.4% |
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