+125.4%
ADI vs KVYO
-55.5%
+180.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.4% | +4.7% |
| 7D | +4.6% | -12.1% | +16.7% | +5.7% |
| 30D | -1.2% | -5.2% | +4.0% | -1.0% |
| 3M | -7.8% | +14.5% | -22.3% | -10.1% |
| 6M | +19.3% | -17.6% | +37.0% | +18.3% |
| YTD | +40.9% | -49.6% | +90.5% | +52.5% |
| 1Y | +54.5% | -48.6% | +103.0% | +65.0% |
| All | +125.4% | -55.5% | +180.9% | +128.6% |
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