+7.7%
APD vs KVYO
-35.9%
+43.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -1.7% |
| 7D | -0.4% | +0.8% | -1.2% | -0.4% |
| 30D | +3.2% | +3.5% | -0.2% | +3.0% |
| 3M | +8.4% | +25.9% | -17.5% | +7.6% |
| 6M | +12.8% | +4.7% | +8.1% | +12.2% |
| YTD | +25.6% | -39.1% | +64.8% | +30.0% |
| All | +7.7% | -35.9% | +43.6% | +8.3% |
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