-17.8%
KVYO vs DBX
+22.5%
-40.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.1% | -2.7% |
| 7D | +3.9% | -1.1% | +5.1% | +4.8% |
| 30D | +27.9% | +5.0% | +22.9% | +22.4% |
| 3M | +11.8% | +4.6% | +7.2% | +7.3% |
| 6M | -4.9% | +43.9% | -48.9% | -29.7% |
| YTD | -34.2% | +29.9% | -64.1% | -48.1% |
| 1Y | -17.8% | +24.6% | -42.5% | -34.5% |
| All | -17.8% | +22.5% | -40.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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