+41.0%
EQT vs KVYO
-55.5%
+96.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.7% |
| 7D | -2.0% | -12.1% | +10.1% | -1.2% |
| 30D | 0.0% | -5.2% | +5.2% | +0.2% |
| 3M | +5.9% | +14.5% | -8.5% | +4.2% |
| 6M | -14.8% | -17.6% | +2.8% | -14.8% |
| YTD | +1.8% | -49.6% | +51.4% | +6.2% |
| 1Y | +7.4% | -48.6% | +55.9% | +11.3% |
| All | +41.0% | -55.5% | +96.5% | +44.2% |
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