+24.7%
ETR vs KVYO
-39.6%
+64.3%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.8% | +5.3% | -0.7% |
| 7D | +1.4% | -7.6% | +9.1% | +1.2% |
| 30D | +1.0% | -3.6% | +4.6% | +1.0% |
| 3M | -1.3% | +17.9% | -19.2% | -0.6% |
| 6M | +1.9% | -4.7% | +6.6% | +3.6% |
| YTD | +18.2% | -42.7% | +60.8% | +19.4% |
| 1Y | +24.7% | -40.3% | +64.9% | +25.8% |
| All | +24.7% | -39.6% | +64.3% | +25.8% |
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