-29.2%
KVYO vs INVH
+1.9%
-31.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.4% |
| 7D | -4.5% | +1.3% | -5.8% | -4.9% |
| 30D | +20.2% | +1.5% | +18.7% | +19.6% |
| 3M | +25.3% | -9.4% | +34.7% | +28.5% |
| 6M | +36.9% | -3.3% | +40.2% | +39.1% |
| YTD | -35.9% | +1.2% | -37.1% | -35.6% |
| All | -29.2% | +1.9% | -31.2% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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