+344.2%
NET vs KVYO
-41.9%
+386.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -16.4% | +3.9% | -20.3% | -17.7% |
| 30D | -25.8% | +27.9% | -53.7% | -32.6% |
| 3M | -11.5% | +11.8% | -23.4% | -16.8% |
| 6M | +18.9% | -4.9% | +23.9% | +13.5% |
| YTD | +35.2% | -34.2% | +69.4% | +44.7% |
| 1Y | +14.5% | -17.8% | +32.3% | +11.9% |
| 3Y | +313.8% | -32.2% | +346.0% | +321.3% |
| All | +344.2% | -41.9% | +386.1% | +362.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling