-42.6%
ZS vs KVYO
-47.3%
+4.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.1% |
| 7D | -3.1% | -12.1% | +9.0% | +1.7% |
| 30D | -7.2% | -5.2% | -2.0% | -5.5% |
| 3M | +30.5% | +14.5% | +16.0% | +22.1% |
| 6M | +7.0% | -17.6% | +24.6% | +6.8% |
| YTD | -26.8% | -49.6% | +22.8% | -22.3% |
| 1Y | -42.6% | -48.6% | +6.0% | -40.2% |
| All | -42.6% | -47.3% | +4.7% | -40.2% |
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