-48.6%
KVYO vs ACWI
+19.8%
-68.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | -12.1% | -1.0% | -11.1% | -12.0% |
| 30D | -5.2% | -0.9% | -4.3% | -5.0% |
| 3M | +14.5% | +3.5% | +11.0% | +14.3% |
| 6M | -17.6% | +12.8% | -30.5% | -21.1% |
| YTD | -49.6% | +14.0% | -63.6% | -51.8% |
| 1Y | -48.6% | +19.2% | -67.7% | -53.2% |
| All | -48.6% | +19.8% | -68.4% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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