-50.3%
KVYO vs ACWI
+75.6%
-126.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.6% | -8.4% | -8.3% |
| 7D | -15.7% | 0.0% | -15.7% | -15.6% |
| 30D | -9.0% | -0.6% | -8.4% | -8.2% |
| 3M | +10.1% | +4.3% | +5.8% | +3.4% |
| 6M | -20.6% | +12.7% | -33.3% | -35.1% |
| YTD | -49.9% | +13.9% | -63.8% | -59.9% |
| 1Y | -49.4% | +20.5% | -69.9% | -63.5% |
| All | -50.3% | +75.6% | -126.0% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling