-6.7%
APO vs KVYO
-18.2%
+11.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.1% | +8.0% | +8.1% |
| 7D | +8.2% | +3.9% | +4.3% | +7.8% |
| 30D | +6.4% | +27.9% | -21.5% | +3.5% |
| 3M | -7.4% | +11.8% | -19.3% | -9.1% |
| 6M | -4.2% | -4.9% | +0.8% | -4.4% |
| YTD | -14.1% | -34.2% | +20.1% | -16.0% |
| All | -6.7% | -18.2% | +11.5% | -12.6% |
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 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