+509.3%
PL vs KVYO
-55.5%
+564.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.9% | -1.8% |
| 7D | -9.2% | -12.1% | +2.9% | -6.4% |
| 30D | -32.9% | -5.2% | -27.7% | -32.6% |
| 3M | -51.9% | +14.5% | -66.3% | -55.0% |
| 6M | -35.3% | -17.6% | -17.7% | -37.6% |
| YTD | -16.6% | -49.6% | +33.0% | -3.7% |
| 1Y | +70.1% | -48.6% | +118.7% | +91.3% |
| All | +509.3% | -55.5% | +564.7% | +575.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling