-2.1%
LQD vs KVYO
-27.1%
+25.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.2% | +2.8% | -2.6% | +0.2% |
| 30D | +2.4% | +19.0% | -16.6% | +2.3% |
| 3M | -1.3% | +23.8% | -25.1% | -1.4% |
| 6M | -2.7% | +31.0% | -33.7% | -2.8% |
| YTD | -2.2% | -36.2% | +34.1% | -1.9% |
| 1Y | -2.1% | -28.1% | +26.0% | -2.0% |
| All | -2.1% | -27.1% | +25.1% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling