-4.7%
IR vs KVYO
-35.9%
+31.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.6% |
| 7D | -4.5% | +0.8% | -5.3% | -4.5% |
| 30D | -15.7% | +3.5% | -19.2% | -15.5% |
| 3M | +7.6% | +25.9% | -18.3% | +8.8% |
| 6M | -17.6% | +4.7% | -22.3% | -17.5% |
| YTD | -4.8% | -39.1% | +34.4% | -3.8% |
| All | -4.7% | -35.9% | +31.2% | -5.5% |
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