-50.1%
KVYO vs EQH
+96.3%
-146.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +0.5% |
| 7D | -12.1% | +0.7% | -12.8% | -12.5% |
| 30D | -5.2% | +2.8% | -8.0% | -6.9% |
| 3M | +14.5% | +23.1% | -8.6% | -0.9% |
| 6M | -17.6% | +41.4% | -59.0% | -35.7% |
| YTD | -49.6% | +14.3% | -63.9% | -54.3% |
| 1Y | -48.6% | +1.6% | -50.2% | -49.7% |
| All | -50.1% | +96.3% | -146.3% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling