-50.1%
KVYO vs MKTX
-24.0%
-26.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -12.1% | -0.2% | -11.9% | -12.1% |
| 30D | -5.2% | +0.7% | -5.9% | -5.1% |
| 3M | +14.5% | +40.8% | -26.3% | +14.8% |
| 6M | -17.6% | -8.0% | -9.6% | -18.0% |
| YTD | -49.6% | -8.7% | -40.9% | -50.1% |
| 1Y | -48.6% | -11.8% | -36.7% | -49.3% |
| All | -50.1% | -24.0% | -26.1% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling