+150.9%
PH vs KVYO
-55.5%
+206.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.6% |
| 7D | -1.3% | -12.1% | +10.8% | 0.0% |
| 30D | -11.0% | -5.2% | -5.8% | -10.8% |
| 3M | +5.5% | +14.5% | -9.0% | +2.3% |
| 6M | +1.5% | -17.6% | +19.1% | +0.1% |
| YTD | +8.8% | -49.6% | +58.4% | +18.2% |
| 1Y | +24.5% | -48.6% | +73.0% | +33.3% |
| All | +150.9% | -55.5% | +206.4% | +151.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling