+18.0%
CI vs KVYO
-18.3%
+36.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.2% | +3.4% |
| 7D | +3.5% | +3.9% | -0.4% | +3.6% |
| 30D | +12.6% | +27.9% | -15.3% | +13.1% |
| 3M | +12.1% | +11.8% | +0.2% | +12.3% |
| 6M | +10.6% | -4.9% | +15.5% | +10.7% |
| YTD | +12.8% | -34.2% | +47.1% | +14.7% |
| 1Y | +18.0% | -17.8% | +35.9% | +16.4% |
| All | +18.0% | -18.3% | +36.3% | +16.4% |
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