+51.2%
DOCU vs KVYO
-55.5%
+106.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.7% | -0.7% |
| 7D | -4.0% | -12.1% | +8.1% | +0.2% |
| 30D | +13.0% | -5.2% | +18.2% | +14.7% |
| 3M | +47.4% | +14.5% | +32.9% | +39.6% |
| 6M | +36.8% | -17.6% | +54.4% | +39.6% |
| YTD | -4.0% | -49.6% | +45.6% | +13.4% |
| 1Y | -18.2% | -48.6% | +30.4% | -4.3% |
| All | +51.2% | -55.5% | +106.7% | +72.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling