+28.9%
ED vs KVYO
-55.5%
+84.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.2% |
| 7D | -0.8% | -12.1% | +11.3% | -1.2% |
| 30D | -0.4% | -5.2% | +4.7% | -0.5% |
| 3M | +0.5% | +14.5% | -14.0% | +1.3% |
| 6M | -3.1% | -17.6% | +14.5% | -2.9% |
| YTD | +9.8% | -49.6% | +59.4% | +8.0% |
| 1Y | +12.6% | -48.6% | +61.1% | +11.0% |
| All | +28.9% | -55.5% | +84.3% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling