+26.4%
P vs KVYO
-39.6%
+66.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.2% | +1.7% |
| 7D | +6.5% | -7.6% | +14.2% | +7.0% |
| 30D | +18.8% | -3.6% | +22.4% | +18.6% |
| 3M | +26.7% | +17.9% | +8.8% | +24.4% |
| 6M | +62.2% | -4.7% | +66.9% | +59.5% |
| YTD | +48.5% | -42.7% | +91.2% | +49.8% |
| 1Y | +26.4% | -40.3% | +66.7% | +25.8% |
| All | +26.4% | -39.6% | +66.0% | +25.8% |
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