+295.2%
ROIV vs KVYO
-55.5%
+350.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | +16.9% | -12.1% | +29.0% | +18.0% |
| 30D | +12.9% | -5.2% | +18.0% | +13.0% |
| 3M | +37.3% | +14.5% | +22.8% | +33.9% |
| 6M | +38.0% | -17.6% | +55.6% | +36.9% |
| YTD | +88.1% | -49.6% | +137.7% | +98.0% |
| 1Y | +183.3% | -48.6% | +231.8% | +195.8% |
| All | +295.2% | -55.5% | +350.6% | +292.0% |
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 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