-40.3%
KVYO vs FIVE
+66.7%
-106.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.1% | -10.9% | -5.8% |
| 7D | -7.6% | +4.3% | -11.9% | -7.6% |
| 30D | -3.6% | +12.5% | -16.1% | -4.1% |
| 3M | +17.9% | +31.2% | -13.3% | +16.1% |
| 6M | -4.7% | +14.4% | -19.1% | -6.1% |
| YTD | -42.7% | +33.9% | -76.6% | -44.9% |
| 1Y | -40.3% | +65.1% | -105.3% | -45.2% |
| All | -40.3% | +66.7% | -106.9% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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