-48.6%
KVYO vs EFV
+27.7%
-76.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +2.0% |
| 7D | -12.1% | -0.8% | -11.3% | -12.6% |
| 30D | -5.2% | +0.6% | -5.8% | -4.9% |
| 3M | +14.5% | +7.5% | +7.0% | +19.2% |
| 6M | -17.6% | +13.0% | -30.6% | -13.2% |
| YTD | -49.6% | +18.3% | -67.9% | -48.3% |
| 1Y | -48.6% | +26.7% | -75.3% | -50.1% |
| All | -48.6% | +27.7% | -76.2% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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