+10.1%
IWF vs KVYO
-39.6%
+49.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.8% | +5.8% | +0.2% |
| 7D | +0.5% | -7.6% | +8.2% | +0.8% |
| 30D | -0.4% | -3.6% | +3.2% | -0.4% |
| 3M | -2.6% | +17.9% | -20.5% | -3.4% |
| 6M | +9.1% | -4.7% | +13.9% | +7.8% |
| YTD | +4.5% | -42.7% | +47.2% | +5.8% |
| 1Y | +10.1% | -40.3% | +50.3% | +10.5% |
| All | +10.1% | -39.6% | +49.7% | +10.5% |
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