-50.1%
KVYO vs INDA
+8.5%
-58.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +0.9% |
| 7D | -12.1% | -2.7% | -9.4% | -10.7% |
| 30D | -5.2% | -2.8% | -2.4% | -3.6% |
| 3M | +14.5% | +1.6% | +12.9% | +13.4% |
| 6M | -17.6% | -1.4% | -16.2% | -17.7% |
| YTD | -49.6% | -10.1% | -39.5% | -45.8% |
| 1Y | -48.6% | -8.8% | -39.8% | -45.6% |
| All | -50.1% | +8.5% | -58.6% | -59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling