+121.5%
FIX vs KVYO
-47.3%
+168.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.4% | +4.9% | +6.5% |
| 7D | +5.0% | -12.1% | +17.1% | +3.3% |
| 30D | -2.7% | -5.2% | +2.4% | -3.1% |
| 3M | -8.2% | +14.5% | -22.7% | -6.0% |
| 6M | +20.3% | -17.6% | +37.9% | +22.0% |
| YTD | +81.4% | -49.6% | +131.0% | +82.8% |
| 1Y | +121.5% | -48.6% | +170.1% | +120.9% |
| All | +121.5% | -47.3% | +168.8% | +120.9% |
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