+461.5%
ASX vs KVYO
-55.5%
+517.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.1% |
| 7D | +5.2% | -12.1% | +17.3% | +6.1% |
| 30D | +0.5% | -5.2% | +5.6% | +0.6% |
| 3M | +8.3% | +14.5% | -6.2% | +5.6% |
| 6M | +82.0% | -17.6% | +99.7% | +80.8% |
| YTD | +147.6% | -49.6% | +197.2% | +165.1% |
| 1Y | +258.8% | -48.6% | +307.4% | +280.2% |
| All | +461.5% | -55.5% | +517.0% | +472.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling