+7.3%
HD vs KVYO
-55.5%
+62.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.9% |
| 7D | -3.8% | -12.1% | +8.3% | -3.1% |
| 30D | -9.4% | -5.2% | -4.3% | -9.3% |
| 3M | -4.6% | +14.5% | -19.1% | -5.7% |
| 6M | -10.1% | -17.6% | +7.5% | -10.3% |
| YTD | -8.3% | -49.6% | +41.3% | -4.8% |
| 1Y | -25.0% | -48.6% | +23.5% | -22.6% |
| All | +7.3% | -55.5% | +62.8% | +6.7% |
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