+96.4%
OKTA vs KVYO
-20.3%
+116.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -2.6% | -7.8% | -9.3% |
| 7D | -22.9% | +1.9% | -24.7% | -23.8% |
| 30D | -21.7% | +25.4% | -47.1% | -29.8% |
| 3M | +16.4% | +7.8% | +8.6% | +10.4% |
| 6M | +120.1% | -10.8% | +130.9% | +110.2% |
| YTD | +97.9% | -35.9% | +133.9% | +94.8% |
| 1Y | +96.4% | -22.6% | +119.0% | +86.8% |
| All | +96.4% | -20.3% | +116.8% | +86.8% |
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