+17.5%
AVGO vs KVYO
-35.9%
+53.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -5.1% | -2.8% |
| 7D | -3.9% | +0.8% | -4.6% | -3.9% |
| 30D | -14.6% | +3.5% | -18.0% | -14.7% |
| 3M | -25.4% | +25.9% | -51.3% | -25.8% |
| 6M | +14.2% | +4.7% | +9.5% | +13.5% |
| YTD | +3.6% | -39.1% | +42.7% | +5.7% |
| All | +17.5% | -35.9% | +53.4% | +19.8% |
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