-50.1%
KVYO vs LII
-0.5%
-49.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.8% |
| 7D | -12.1% | -6.3% | -5.8% | -10.9% |
| 30D | -5.2% | -13.0% | +7.9% | -2.6% |
| 3M | +14.5% | -29.0% | +43.5% | +20.8% |
| 6M | -17.6% | -27.7% | +10.0% | -14.9% |
| YTD | -49.6% | -24.2% | -25.4% | -49.7% |
| 1Y | -48.6% | -34.8% | -13.8% | -45.3% |
| All | -50.1% | -0.5% | -49.6% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling