+35.7%
MS vs KVYO
-21.1%
+56.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.1% | +8.6% | -0.4% |
| 7D | +1.7% | -15.7% | +17.4% | +1.7% |
| 30D | 0.0% | -9.0% | +9.0% | 0.0% |
| 3M | +3.0% | +10.1% | -7.1% | +3.2% |
| 6M | +35.7% | -20.6% | +56.3% | +32.6% |
| All | +35.7% | -21.1% | +56.8% | +32.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling