+192.7%
QLD vs KVYO
-55.5%
+248.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.5% |
| 7D | -1.2% | -12.1% | +10.8% | +1.2% |
| 30D | -3.0% | -5.2% | +2.2% | -2.5% |
| 3M | -2.8% | +14.5% | -17.3% | -7.5% |
| 6M | +32.0% | -17.6% | +49.6% | +30.1% |
| YTD | +27.3% | -49.6% | +76.9% | +43.5% |
| 1Y | +37.9% | -48.6% | +86.5% | +52.6% |
| All | +192.7% | -55.5% | +248.2% | +207.7% |
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