+8.1%
IYR vs KVYO
-39.6%
+47.7%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | -0.7% |
| 7D | -1.2% | -7.6% | +6.4% | -1.3% |
| 30D | -2.9% | -3.6% | +0.7% | -2.8% |
| 3M | +0.8% | +17.9% | -17.1% | +1.1% |
| 6M | +1.9% | -4.7% | +6.6% | +1.7% |
| YTD | +9.6% | -42.7% | +52.3% | +9.4% |
| 1Y | +8.1% | -40.3% | +48.3% | +7.0% |
| All | +8.1% | -39.6% | +47.7% | +7.0% |
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