+99.6%
PSX vs KVYO
-39.6%
+139.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.8% | +6.0% | +0.5% |
| 7D | +4.5% | -7.6% | +12.2% | +5.0% |
| 30D | +26.6% | -3.6% | +30.2% | +26.4% |
| 3M | +39.3% | +17.9% | +21.3% | +37.2% |
| 6M | +56.8% | -4.7% | +61.5% | +56.3% |
| YTD | +101.8% | -42.7% | +144.5% | +98.8% |
| 1Y | +99.6% | -40.3% | +139.9% | +95.5% |
| All | +99.6% | -39.6% | +139.2% | +95.5% |
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 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