+68.9%
BLK vs KVYO
-55.5%
+124.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.5% |
| 7D | -3.3% | -12.1% | +8.8% | -2.2% |
| 30D | -6.5% | -5.2% | -1.4% | -6.2% |
| 3M | +6.7% | +14.5% | -7.7% | +4.9% |
| 6M | +14.7% | -17.6% | +32.4% | +14.5% |
| YTD | +2.5% | -49.6% | +52.1% | +8.2% |
| 1Y | -2.8% | -48.6% | +45.8% | +1.9% |
| All | +68.9% | -55.5% | +124.4% | +69.8% |
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 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