-50.1%
KVYO vs ESTC
+8.3%
-58.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | -12.1% | -9.2% | -2.9% | -8.1% |
| 30D | -5.2% | +8.1% | -13.2% | -9.1% |
| 3M | +14.5% | +38.5% | -24.0% | -2.0% |
| 6M | -17.6% | +57.8% | -75.4% | -33.1% |
| YTD | -49.6% | +10.5% | -60.2% | -53.0% |
| 1Y | -48.6% | -6.4% | -42.2% | -49.6% |
| All | -50.1% | +8.3% | -58.3% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling