+18.3%
CRM vs KVYO
-55.5%
+73.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.5% |
| 7D | -4.4% | -12.1% | +7.7% | -0.6% |
| 30D | +28.1% | -5.2% | +33.3% | +30.5% |
| 3M | +48.8% | +14.5% | +34.3% | +43.1% |
| 6M | +28.3% | -17.6% | +45.9% | +31.5% |
| YTD | -6.0% | -49.6% | +43.6% | +7.9% |
| 1Y | +1.4% | -48.6% | +50.0% | +15.1% |
| All | +18.3% | -55.5% | +73.8% | +28.2% |
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 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