-50.1%
KVYO vs AEIS
+182.7%
-232.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.5% | +0.7% |
| 7D | -12.1% | +2.3% | -14.4% | -12.4% |
| 30D | -5.2% | -14.8% | +9.7% | -3.3% |
| 3M | +14.5% | -15.6% | +30.1% | +15.0% |
| 6M | -17.6% | -8.7% | -8.9% | -22.7% |
| YTD | -49.6% | +37.3% | -86.9% | -61.8% |
| 1Y | -48.6% | +80.3% | -128.9% | -67.1% |
| All | -50.1% | +182.7% | -232.7% | -76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling