-36.6%
KVYO vs LII
-29.0%
-7.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.9% | +2.7% |
| 7D | +0.8% | -1.3% | +2.1% | +0.6% |
| 30D | +3.5% | -13.6% | +17.0% | +1.4% |
| 3M | +25.9% | -24.9% | +50.8% | +21.1% |
| 6M | +4.7% | -29.7% | +34.4% | +1.7% |
| YTD | -39.1% | -20.1% | -19.1% | -42.3% |
| All | -36.6% | -29.0% | -7.6% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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