Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • LITE vs KVYO✓SelectedUSD · KVYOLITE vs KVYO performance historyLatest closeAs of+11.04%09/08
Stock and ETF performance explorer

LITE vs KVYO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,924.7%
KVYO return
-51.3%
Excess return
+1,976.0%
Maximum drawdown
-50.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioKVYOExcessAlpha
1D+11.0%-3.9%+14.9%+11.7%
7D+12.6%-13.3%+25.9%+15.1%
30D+9.9%+7.6%+2.3%+7.0%
3M+9.3%+17.5%-8.3%+2.2%
6M+75.2%-14.7%+90.0%+72.1%
YTD+165.5%-44.9%+210.4%+197.5%
1Y+555.0%-46.1%+601.1%+628.4%
All+1,924.7%-51.3%+1,976.0%+1,923.6%

Cumulative growth

Daily Returns

Daily percentage return beside KVYO.

Daily Out/Under-Performance

Portfolio return minus KVYO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × KVYO 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 all: compounded portfolio wealth divided by compounded KVYO 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…

all analysis · Full analysis span regression · 6 months rolling