+518.1%
PL vs KVYO
-56.1%
+574.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | -9.0% | -18.4% | +9.3% | -4.6% |
| 30D | -29.6% | -12.1% | -17.4% | -28.0% |
| 3M | -45.7% | +11.2% | -56.8% | -48.8% |
| 6M | -34.3% | -19.8% | -14.5% | -36.0% |
| YTD | -15.4% | -50.3% | +35.0% | -1.9% |
| 1Y | +86.1% | -48.3% | +134.3% | +108.1% |
| All | +518.1% | -56.1% | +574.3% | +587.5% |
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