-22.6%
KVYO vs PHM
+13.8%
-36.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | +1.9% | +8.7% | -6.8% | +1.1% |
| 30D | +25.4% | +16.4% | +9.0% | +23.6% |
| 3M | +7.8% | +1.8% | +6.0% | +6.5% |
| 6M | -10.8% | +15.1% | -25.9% | -10.5% |
| YTD | -35.9% | +16.0% | -51.9% | -36.2% |
| 1Y | -22.6% | +14.1% | -36.7% | -23.3% |
| All | -22.6% | +13.8% | -36.4% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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