-50.1%
KVYO vs ESI
+81.4%
-131.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | -12.1% | -4.6% | -7.5% | -10.8% |
| 30D | -5.2% | -10.5% | +5.4% | -2.2% |
| 3M | +14.5% | -19.8% | +34.3% | +19.8% |
| 6M | -17.6% | +5.8% | -23.4% | -26.7% |
| YTD | -49.6% | +38.3% | -87.9% | -62.1% |
| 1Y | -48.6% | +31.5% | -80.1% | -60.4% |
| All | -50.1% | +81.4% | -131.5% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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