-22.6%
KVYO vs INDA
-7.4%
-15.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +1.9% | +5.5% | -3.6% | +1.5% |
| 30D | +25.4% | +7.0% | +18.3% | +25.0% |
| 3M | +7.8% | -0.6% | +8.4% | +7.5% |
| 6M | -10.8% | +1.7% | -12.6% | -11.3% |
| YTD | -35.9% | -7.5% | -28.5% | -36.3% |
| 1Y | -22.6% | -7.9% | -14.7% | -24.0% |
| All | -22.6% | -7.4% | -15.2% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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