-29.2%
KVYO vs BOXX
+4.1%
-33.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +1.2% |
| 7D | -4.5% | +0.1% | -4.6% | -5.9% |
| 30D | +20.2% | +0.3% | +19.9% | +14.4% |
| 3M | +25.3% | +1.0% | +24.2% | +6.6% |
| 6M | +36.9% | +2.0% | +34.9% | -1.1% |
| YTD | -35.9% | +3.4% | -39.2% | -63.0% |
| All | -29.2% | +4.1% | -33.3% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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