+138.6%
PSX vs KVYO
-55.5%
+194.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | +0.2% |
| 7D | +1.7% | -12.1% | +13.8% | +2.9% |
| 30D | +15.6% | -5.2% | +20.8% | +15.9% |
| 3M | +46.5% | +14.5% | +32.0% | +43.3% |
| 6M | +55.0% | -17.6% | +72.6% | +55.2% |
| YTD | +105.3% | -49.6% | +154.9% | +115.6% |
| 1Y | +101.6% | -48.6% | +150.1% | +110.1% |
| All | +138.6% | -55.5% | +194.1% | +142.1% |
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