-48.6%
KVYO vs IRM
+22.0%
-70.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.2% |
| 7D | -12.1% | -1.4% | -10.7% | -12.0% |
| 30D | -5.2% | -7.4% | +2.2% | -4.6% |
| 3M | +14.5% | -7.4% | +21.8% | +15.1% |
| 6M | -17.6% | +8.7% | -26.3% | -19.1% |
| YTD | -49.6% | +40.9% | -90.6% | -54.4% |
| 1Y | -48.6% | +20.5% | -69.1% | -50.9% |
| All | -48.6% | +22.0% | -70.6% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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