-17.6%
KVYO vs AEIS
-6.4%
-11.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.5% | +3.2% |
| 7D | -12.1% | +2.3% | -14.4% | -11.4% |
| 30D | -5.2% | -14.8% | +9.7% | -10.1% |
| 3M | +14.5% | -15.6% | +30.1% | +10.3% |
| 6M | -17.6% | -8.7% | -8.9% | -16.9% |
| All | -17.6% | -6.4% | -11.2% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 6mo: compounded portfolio wealth divided by compounded AEIS 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…
6mo analysis · Full analysis span regression · 6 months rolling