+23.6%
IP vs KVYO
-51.3%
+74.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -1.7% |
| 7D | +0.1% | -13.3% | +13.4% | +1.0% |
| 30D | -11.2% | +7.6% | -18.9% | -11.9% |
| 3M | +12.3% | +17.5% | -5.2% | +10.6% |
| 6M | -5.2% | -14.7% | +9.5% | -5.8% |
| YTD | -4.0% | -44.9% | +40.9% | -0.6% |
| 1Y | -19.2% | -46.1% | +26.9% | -16.5% |
| All | +23.6% | -51.3% | +74.9% | +26.9% |
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 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