+67.8%
B vs KVYO
-39.6%
+107.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.8% | +3.6% | -2.5% |
| 7D | -1.6% | -7.6% | +6.0% | -2.0% |
| 30D | +9.4% | -3.6% | +13.0% | +9.6% |
| 3M | +5.0% | +17.9% | -13.0% | +6.1% |
| 6M | -3.5% | -4.7% | +1.2% | -4.0% |
| YTD | +4.5% | -42.7% | +47.1% | +6.4% |
| 1Y | +67.8% | -40.3% | +108.0% | +77.7% |
| All | +67.8% | -39.6% | +107.4% | +77.7% |
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 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