-8.8%
IT vs KVYO
-18.3%
+9.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | -5.5% | +3.9% | -9.4% | -6.8% |
| 30D | +10.3% | +27.9% | -17.6% | +0.2% |
| 3M | +11.5% | +11.8% | -0.3% | +5.2% |
| 6M | +40.3% | -4.9% | +45.2% | +32.6% |
| YTD | -17.9% | -34.2% | +16.3% | -17.2% |
| 1Y | -8.8% | -17.8% | +9.1% | -10.2% |
| All | -8.8% | -18.3% | +9.5% | -10.2% |
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