+48.4%
DOCU vs KVYO
-55.7%
+104.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.1% | +8.1% | +2.2% |
| 7D | -1.4% | -15.7% | +14.3% | +4.3% |
| 30D | +8.1% | -9.0% | +17.0% | +11.2% |
| 3M | +43.0% | +10.1% | +32.9% | +37.2% |
| 6M | +32.4% | -20.6% | +53.0% | +36.8% |
| YTD | -5.8% | -49.9% | +44.1% | +11.6% |
| 1Y | -19.2% | -49.4% | +30.2% | -5.1% |
| All | +48.4% | -55.7% | +104.2% | +69.8% |
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