-6.2%
EFX vs KVYO
-18.2%
+12.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +9.2% | +3.9% | +5.3% | +8.2% |
| 30D | +34.8% | +27.9% | +6.9% | +27.6% |
| 3M | +8.8% | +11.8% | -3.0% | +5.2% |
| 6M | +12.3% | -4.9% | +17.2% | +7.8% |
| YTD | -10.6% | -34.2% | +23.6% | -11.4% |
| All | -6.2% | -18.2% | +12.0% | -9.9% |
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