+38.7%
BNY vs KVYO
-32.1%
+70.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.4% |
| 7D | +2.3% | -4.5% | +6.8% | +2.4% |
| 30D | +6.4% | +20.2% | -13.8% | +6.0% |
| 3M | -3.6% | +25.3% | -28.9% | -4.3% |
| 6M | +16.9% | +36.9% | -20.0% | +15.4% |
| YTD | +32.6% | -35.9% | +68.5% | +33.7% |
| All | +38.7% | -32.1% | +70.8% | +37.2% |
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