+6.3%
MSCI vs KVYO
-56.1%
+62.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -4.7% | -18.4% | +13.7% | -2.5% |
| 30D | -2.2% | -12.1% | +10.0% | -0.9% |
| 3M | -9.7% | +11.2% | -20.9% | -11.1% |
| 6M | +0.3% | -19.8% | +20.0% | +0.5% |
| YTD | -3.5% | -50.3% | +46.8% | +1.5% |
| 1Y | -1.4% | -48.3% | +46.9% | +2.8% |
| All | +6.3% | -56.1% | +62.4% | +8.3% |
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