+25.1%
RF vs KVYO
-18.3%
+43.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +2.3% | +3.9% | -1.7% | +2.1% |
| 30D | +7.2% | +27.9% | -20.7% | +6.1% |
| 3M | -8.2% | +11.8% | -20.1% | -8.9% |
| 6M | +7.0% | -4.9% | +12.0% | +6.4% |
| YTD | +10.3% | -34.2% | +44.5% | +11.3% |
| 1Y | +25.1% | -17.8% | +42.9% | +19.4% |
| All | +25.1% | -18.3% | +43.4% | +19.4% |
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