+851.2%
FIX vs KVYO
-55.5%
+906.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.4% | +4.9% | +6.2% |
| 7D | +5.0% | -12.1% | +17.1% | +6.1% |
| 30D | -2.7% | -5.2% | +2.4% | -2.6% |
| 3M | -8.2% | +14.5% | -22.7% | -10.9% |
| 6M | +20.3% | -17.6% | +37.9% | +19.2% |
| YTD | +81.4% | -49.6% | +131.0% | +96.7% |
| 1Y | +121.5% | -48.6% | +170.1% | +136.8% |
| All | +851.2% | -55.5% | +906.7% | +889.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling