-22.6%
KVYO vs IBN
+7.9%
-30.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.1% | -6.6% | -2.2% |
| 7D | +1.9% | +11.7% | -9.8% | +2.8% |
| 30D | +25.4% | +16.1% | +9.3% | +27.2% |
| 3M | +7.8% | +7.0% | +0.8% | +7.3% |
| 6M | -10.8% | +26.1% | -36.9% | -4.6% |
| YTD | -35.9% | +10.1% | -46.0% | -32.9% |
| 1Y | -22.6% | +8.0% | -30.6% | -19.8% |
| All | -22.6% | +7.9% | -30.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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