+56.9%
BNY vs KVYO
-47.3%
+104.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | -1.3% | -12.1% | +10.8% | -1.0% |
| 30D | -0.2% | -5.2% | +5.0% | -0.1% |
| 3M | +14.9% | +14.5% | +0.4% | +13.8% |
| 6M | +40.0% | -17.6% | +57.6% | +39.2% |
| YTD | +42.0% | -49.6% | +91.6% | +43.4% |
| 1Y | +56.9% | -48.6% | +105.4% | +57.2% |
| All | +56.9% | -47.3% | +104.2% | +57.2% |
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