-7.1%
HAL vs KVYO
-55.5%
+48.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | -0.8% |
| 7D | -3.3% | -12.1% | +8.8% | -2.3% |
| 30D | +8.2% | -5.2% | +13.3% | +8.4% |
| 3M | -9.4% | +14.5% | -23.9% | -11.4% |
| 6M | +0.6% | -17.6% | +18.3% | +0.6% |
| YTD | +28.6% | -49.6% | +78.2% | +36.1% |
| 1Y | +63.9% | -48.6% | +112.5% | +71.5% |
| All | -7.1% | -55.5% | +48.4% | -6.0% |
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