-25.6%
EFX vs KVYO
-39.6%
+14.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.8% | -0.5% | -5.2% |
| 7D | -8.6% | -7.6% | -1.0% | -7.3% |
| 30D | +0.1% | -3.6% | +3.7% | +0.3% |
| 3M | +3.8% | +17.9% | -14.1% | +0.3% |
| 6M | -13.5% | -4.7% | -8.8% | -17.1% |
| YTD | -17.7% | -42.7% | +25.0% | -15.0% |
| 1Y | -25.6% | -40.3% | +14.7% | -23.8% |
| All | -25.6% | -39.6% | +14.1% | -23.8% |
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 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