+53.7%
IVZ vs KVYO
-35.9%
+89.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +3.0% |
| 7D | -1.8% | +0.8% | -2.6% | -1.8% |
| 30D | +2.9% | +3.5% | -0.6% | +2.6% |
| 3M | +22.2% | +25.9% | -3.7% | +21.1% |
| 6M | +31.0% | +4.7% | +26.3% | +28.7% |
| YTD | +27.3% | -39.1% | +66.5% | +27.8% |
| All | +53.7% | -35.9% | +89.6% | +50.8% |
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 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