+6.2%
HD vs KVYO
-56.1%
+62.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.5% |
| 7D | -3.9% | -18.4% | +14.5% | -2.7% |
| 30D | -13.1% | -12.1% | -1.0% | -12.6% |
| 3M | -3.4% | +11.2% | -14.6% | -4.4% |
| 6M | -12.6% | -19.8% | +7.2% | -12.6% |
| YTD | -9.2% | -50.3% | +41.1% | -5.7% |
| 1Y | -23.9% | -48.3% | +24.3% | -21.6% |
| All | +6.2% | -56.1% | +62.3% | +5.7% |
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 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