-40.3%
KVYO vs ESTC
+7.3%
-47.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.5% | -1.3% | -3.0% |
| 7D | -7.6% | -8.1% | +0.5% | -2.8% |
| 30D | -3.6% | +31.7% | -35.3% | -21.3% |
| 3M | +17.9% | +41.1% | -23.1% | -8.6% |
| 6M | -4.7% | +77.1% | -81.8% | -36.6% |
| YTD | -42.7% | +21.7% | -64.4% | -54.3% |
| 1Y | -40.3% | +8.4% | -48.6% | -51.3% |
| All | -40.3% | +7.3% | -47.5% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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