-48.6%
KVYO vs RRX
+15.2%
-63.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +2.2% |
| 7D | -12.1% | -0.3% | -11.7% | -12.2% |
| 30D | -5.2% | -6.1% | +1.0% | -6.4% |
| 3M | +14.5% | -23.1% | +37.5% | +9.2% |
| 6M | -17.6% | -19.5% | +1.9% | -20.8% |
| YTD | -49.6% | +16.1% | -65.7% | -51.9% |
| 1Y | -48.6% | +12.9% | -61.5% | -51.1% |
| All | -48.6% | +15.2% | -63.7% | -51.1% |
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