+58.9%
BNY vs KVYO
-39.6%
+98.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.8% | +6.1% | +0.4% |
| 7D | +1.4% | -7.6% | +9.1% | +1.6% |
| 30D | +3.8% | -3.6% | +7.4% | +3.9% |
| 3M | +14.9% | +17.9% | -3.0% | +14.0% |
| 6M | +40.3% | -4.7% | +45.1% | +38.9% |
| YTD | +43.8% | -42.7% | +86.4% | +44.5% |
| 1Y | +58.9% | -40.3% | +99.1% | +58.8% |
| All | +58.9% | -39.6% | +98.5% | +58.8% |
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