+35.7%
HST vs KVYO
-39.6%
+75.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.8% | +6.1% | +0.4% |
| 7D | -1.0% | -7.6% | +6.6% | -0.8% |
| 30D | -12.3% | -3.6% | -8.7% | -12.2% |
| 3M | -6.4% | +17.9% | -24.3% | -6.7% |
| 6M | +15.0% | -4.7% | +19.7% | +14.3% |
| YTD | +30.5% | -42.7% | +73.2% | +32.6% |
| 1Y | +35.7% | -40.3% | +75.9% | +32.9% |
| All | +35.7% | -39.6% | +75.3% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling