-17.8%
KVYO vs LII
-26.0%
+8.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | +0.5% |
| 7D | +3.9% | +7.9% | -4.0% | +4.8% |
| 30D | +27.9% | -0.6% | +28.5% | +27.7% |
| 3M | +11.8% | -19.3% | +31.2% | +7.1% |
| 6M | -4.9% | -29.8% | +24.9% | -10.3% |
| YTD | -34.2% | -25.4% | -8.8% | -38.9% |
| 1Y | -17.8% | -26.2% | +8.4% | -23.4% |
| All | -17.8% | -26.0% | +8.2% | -23.4% |
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