-50.1%
KVYO vs ACWI
+75.7%
-125.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.2% |
| 7D | -12.1% | -1.0% | -11.1% | -10.9% |
| 30D | -5.2% | -0.9% | -4.3% | -4.0% |
| 3M | +14.5% | +3.5% | +11.0% | +8.8% |
| 6M | -17.6% | +12.8% | -30.5% | -32.8% |
| YTD | -49.6% | +14.0% | -63.6% | -59.7% |
| 1Y | -48.6% | +19.2% | -67.7% | -62.1% |
| All | -50.1% | +75.7% | -125.8% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling