+47.9%
DE vs KVYO
-39.6%
+87.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.8% | +5.7% | -0.5% |
| 7D | +10.0% | -7.6% | +17.7% | +9.5% |
| 30D | +13.3% | -3.6% | +16.9% | +13.4% |
| 3M | +17.5% | +17.9% | -0.4% | +19.3% |
| 6M | +13.6% | -4.7% | +18.3% | +14.4% |
| YTD | +49.8% | -42.7% | +92.5% | +50.2% |
| 1Y | +47.9% | -40.3% | +88.1% | +48.4% |
| All | +47.9% | -39.6% | +87.5% | +48.4% |
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