+49.0%
OVV vs KVYO
-55.5%
+104.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.6% |
| 7D | -1.7% | -12.1% | +10.4% | -0.2% |
| 30D | +0.8% | -5.2% | +5.9% | +1.1% |
| 3M | +13.3% | +14.5% | -1.2% | +9.9% |
| 6M | +16.9% | -17.6% | +34.5% | +16.9% |
| YTD | +64.3% | -49.6% | +113.9% | +75.7% |
| 1Y | +54.2% | -48.6% | +102.7% | +63.2% |
| All | +49.0% | -55.5% | +104.5% | +52.3% |
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 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