+38.2%
AU vs KVYO
-20.3%
+58.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +0.5% |
| 7D | +4.1% | +1.9% | +2.2% | +4.2% |
| 30D | -5.3% | +25.4% | -30.7% | -3.5% |
| 3M | +0.6% | +7.8% | -7.2% | +1.9% |
| 6M | -0.8% | -10.8% | +10.0% | 0.0% |
| YTD | +7.6% | -35.9% | +43.5% | +17.0% |
| 1Y | +38.2% | -22.6% | +60.8% | +48.2% |
| All | +38.2% | -20.3% | +58.6% | +48.2% |
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