+17.0%
ADP vs KVYO
-56.1%
+73.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +0.9% |
| 7D | -5.7% | -18.4% | +12.7% | -3.4% |
| 30D | -1.4% | -12.1% | +10.8% | 0.0% |
| 3M | +16.6% | +11.2% | +5.4% | +14.7% |
| 6M | +24.9% | -19.8% | +44.7% | +25.5% |
| YTD | +5.6% | -50.3% | +55.9% | +9.6% |
| 1Y | -6.0% | -48.3% | +42.2% | -3.0% |
| All | +17.0% | -56.1% | +73.1% | +17.4% |
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 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