-50.1%
KVYO vs REPL
-27.7%
-22.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.4% |
| 7D | -12.1% | -14.1% | +2.0% | -12.3% |
| 30D | -5.2% | -15.2% | +10.1% | -5.4% |
| 3M | +14.5% | +49.9% | -35.4% | +16.1% |
| 6M | -17.6% | +63.5% | -81.2% | -14.7% |
| YTD | -49.6% | +32.9% | -82.5% | -47.8% |
| 1Y | -48.6% | +115.0% | -163.5% | -46.8% |
| All | -50.1% | -27.7% | -22.3% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 5y: compounded portfolio wealth divided by compounded REPL 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…
5y analysis · Full analysis span regression · 6 months rolling