+59.3%
RMD vs KVYO
-55.5%
+114.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | -4.4% | -12.1% | +7.7% | -3.3% |
| 30D | -3.1% | -5.2% | +2.0% | -2.9% |
| 3M | +13.8% | +14.5% | -0.7% | +12.3% |
| 6M | -8.6% | -17.6% | +9.0% | -8.6% |
| YTD | -8.6% | -49.6% | +41.0% | -3.7% |
| 1Y | -19.7% | -48.6% | +28.9% | -15.9% |
| All | +59.3% | -55.5% | +114.8% | +59.2% |
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