+13.7%
AR vs KVYO
-18.3%
+32.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.1% | -6.4% | -6.3% |
| 7D | -11.1% | +3.9% | -15.1% | -11.3% |
| 30D | +7.9% | +27.9% | -20.0% | +6.0% |
| 3M | +4.9% | +11.8% | -7.0% | +3.5% |
| 6M | -5.3% | -4.9% | -0.4% | -6.0% |
| YTD | +8.6% | -34.2% | +42.8% | +10.0% |
| 1Y | +13.7% | -17.8% | +31.5% | +10.4% |
| All | +13.7% | -18.3% | +32.0% | +10.4% |
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 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