+11.8%
D vs KVYO
-47.3%
+59.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.0% |
| 7D | -2.2% | -12.1% | +9.8% | -2.4% |
| 30D | -4.5% | -5.2% | +0.7% | -4.5% |
| 3M | -2.5% | +14.5% | -17.0% | -1.8% |
| 6M | +5.5% | -17.6% | +23.2% | +6.6% |
| YTD | +13.3% | -49.6% | +62.9% | +11.9% |
| 1Y | +11.8% | -48.6% | +60.4% | +10.6% |
| All | +11.8% | -47.3% | +59.2% | +10.6% |
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