-6.5%
HAL vs KVYO
-56.1%
+49.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -3.3% | -18.4% | +15.1% | -1.6% |
| 30D | +7.2% | -12.1% | +19.4% | +8.2% |
| 3M | -8.8% | +11.2% | -20.0% | -10.5% |
| 6M | +3.0% | -19.8% | +22.7% | +3.2% |
| YTD | +29.4% | -50.3% | +79.7% | +37.2% |
| 1Y | +62.8% | -48.3% | +111.1% | +70.1% |
| All | -6.5% | -56.1% | +49.6% | -5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling