+37.9%
ORCL vs KVYO
-55.5%
+93.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.2% | -2.0% |
| 7D | -5.4% | -12.1% | +6.7% | -3.2% |
| 30D | -2.0% | -5.2% | +3.2% | -1.5% |
| 3M | -18.1% | +14.5% | -32.6% | -21.8% |
| 6M | -7.2% | -17.6% | +10.4% | -7.9% |
| YTD | -22.2% | -49.6% | +27.5% | -16.2% |
| 1Y | -50.6% | -48.6% | -2.1% | -47.2% |
| All | +37.9% | -55.5% | +93.4% | +41.9% |
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