-50.1%
KVYO vs IBN
+25.9%
-76.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.4% | +0.9% |
| 7D | -12.1% | -3.0% | -9.1% | -11.4% |
| 30D | -5.2% | -1.5% | -3.7% | -4.8% |
| 3M | +14.5% | +7.9% | +6.6% | +12.4% |
| 6M | -17.6% | +8.6% | -26.3% | -19.4% |
| YTD | -49.6% | -0.6% | -49.1% | -49.3% |
| 1Y | -48.6% | -7.3% | -41.2% | -46.8% |
| All | -50.1% | +25.9% | -76.0% | -57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling