+90.1%
OKTA vs KVYO
-39.6%
+129.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +2.6% |
| 7D | +2.6% | -7.6% | +10.3% | +6.0% |
| 30D | +16.0% | -3.6% | +19.6% | +17.2% |
| 3M | +38.2% | +17.9% | +20.2% | +27.7% |
| 6M | +137.8% | -4.7% | +142.5% | +123.1% |
| YTD | +97.3% | -42.7% | +140.0% | +106.7% |
| 1Y | +90.1% | -40.3% | +130.4% | +93.5% |
| All | +90.1% | -39.6% | +129.7% | +93.5% |
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