+22.7%
PLD vs KVYO
-55.5%
+78.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.9% |
| 7D | -1.2% | -12.1% | +10.9% | -0.4% |
| 30D | -3.5% | -5.2% | +1.6% | -3.3% |
| 3M | -7.1% | +14.5% | -21.6% | -8.1% |
| 6M | +2.6% | -17.6% | +20.2% | +2.4% |
| YTD | +8.0% | -49.6% | +57.6% | +12.6% |
| 1Y | +22.1% | -48.6% | +70.6% | +26.4% |
| All | +22.7% | -55.5% | +78.2% | +20.7% |
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