-1.4%
RMD vs KVYO
-20.3%
+19.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.4% |
| 7D | -5.3% | +1.9% | -7.2% | -5.4% |
| 30D | +8.4% | +25.4% | -16.9% | +7.2% |
| 3M | +7.1% | +7.8% | -0.7% | +6.2% |
| 6M | +15.8% | -10.8% | +26.6% | +14.4% |
| YTD | +0.2% | -35.9% | +36.1% | +0.6% |
| 1Y | -1.4% | -22.6% | +21.2% | -4.0% |
| All | -1.4% | -20.3% | +19.0% | -4.0% |
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