-37.6%
KVYO vs IRE
-85.1%
+47.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.5% |
| 7D | -12.1% | -4.5% | -7.6% | -12.2% |
| 30D | -5.2% | -7.8% | +2.7% | -4.9% |
| 3M | +14.5% | -60.0% | +74.5% | +14.1% |
| 6M | -17.6% | -48.3% | +30.7% | -16.7% |
| YTD | -49.6% | -54.5% | +4.8% | -49.1% |
| All | -37.6% | -85.1% | +47.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 5y: compounded portfolio wealth divided by compounded IRE 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…
5y analysis · Full analysis span regression · 6 months rolling