+795.0%
FIX vs KVYO
-56.1%
+851.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | +0.7% | -18.4% | +19.0% | +2.3% |
| 30D | -5.7% | -12.1% | +6.4% | -5.0% |
| 3M | -7.4% | +11.2% | -18.6% | -9.8% |
| 6M | +15.1% | -19.8% | +34.8% | +14.4% |
| YTD | +70.7% | -50.3% | +121.0% | +85.3% |
| 1Y | +111.9% | -48.3% | +160.2% | +125.7% |
| All | +795.0% | -56.1% | +851.1% | +831.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling