+37.3%
IQV vs KVYO
-47.3%
+84.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.5% |
| 7D | -2.2% | -12.1% | +9.8% | 0.0% |
| 30D | +8.3% | -5.2% | +13.5% | +8.8% |
| 3M | +44.6% | +14.5% | +30.1% | +40.1% |
| 6M | +52.6% | -17.6% | +70.2% | +51.3% |
| YTD | +16.1% | -49.6% | +65.7% | +16.9% |
| 1Y | +37.3% | -48.6% | +85.8% | +31.9% |
| All | +37.3% | -47.3% | +84.6% | +31.9% |
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