-28.1%
KVYO vs SPXU
-21.6%
-6.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.6% |
| 7D | +2.8% | +7.6% | -4.7% | +4.4% |
| 30D | +19.0% | +17.5% | +1.4% | +23.1% |
| 3M | +23.8% | +14.7% | +9.1% | +27.7% |
| 6M | +31.0% | -0.1% | +31.0% | +33.3% |
| YTD | -36.2% | -19.8% | -16.4% | -37.0% |
| 1Y | -28.1% | -23.7% | -4.4% | -30.1% |
| All | -28.1% | -21.6% | -6.5% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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