+2.3%
IP vs KVYO
-18.3%
+20.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +3.4% | +3.9% | -0.5% | +3.3% |
| 30D | +11.2% | +27.9% | -16.7% | +10.3% |
| 3M | -14.8% | +11.8% | -26.6% | -15.3% |
| 6M | +17.3% | -4.9% | +22.2% | +15.5% |
| YTD | -6.2% | -34.2% | +28.0% | -4.3% |
| 1Y | +2.3% | -17.8% | +20.2% | -3.7% |
| All | +2.3% | -18.3% | +20.6% | -3.7% |
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 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