-40.3%
KVYO vs INDA
-5.0%
-35.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | -7.6% | +0.7% | -8.3% | -7.6% |
| 30D | -3.6% | -0.8% | -2.8% | -3.5% |
| 3M | +17.9% | +3.9% | +14.0% | +18.0% |
| 6M | -4.7% | -0.7% | -4.0% | -5.1% |
| YTD | -42.7% | -7.7% | -35.0% | -42.0% |
| 1Y | -40.3% | -5.1% | -35.2% | -41.9% |
| All | -40.3% | -5.0% | -35.3% | -41.9% |
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