-22.6%
KVYO vs RRX
+19.1%
-41.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.5% | +5.0% | -4.5% |
| 7D | +1.9% | -2.0% | +3.9% | +1.6% |
| 30D | +25.4% | -3.6% | +29.0% | +24.7% |
| 3M | +7.8% | -12.3% | +20.1% | +4.7% |
| 6M | -10.8% | -27.5% | +16.7% | -15.7% |
| YTD | -35.9% | +14.9% | -50.8% | -34.1% |
| 1Y | -22.6% | +17.4% | -40.0% | -21.6% |
| All | -22.6% | +19.1% | -41.6% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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