+29.3%
IQV vs KVYO
-52.7%
+82.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +0.4% |
| 7D | -0.8% | -6.5% | +5.7% | +0.3% |
| 30D | +12.3% | -5.9% | +18.2% | +13.1% |
| 3M | +46.4% | +22.4% | +24.0% | +40.2% |
| 6M | +61.3% | -9.0% | +70.3% | +58.7% |
| YTD | +17.9% | -46.4% | +64.3% | +25.4% |
| 1Y | +41.9% | -44.2% | +86.1% | +48.9% |
| All | +29.3% | -52.7% | +82.0% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling