+15.6%
SCHW vs KVYO
-47.3%
+63.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -1.9% | -12.1% | +10.2% | -1.0% |
| 30D | -1.6% | -5.2% | +3.5% | -1.4% |
| 3M | +21.3% | +14.5% | +6.8% | +19.5% |
| 6M | +16.5% | -17.6% | +34.1% | +15.9% |
| YTD | +8.4% | -49.6% | +58.0% | +11.6% |
| 1Y | +15.6% | -48.6% | +64.2% | +17.6% |
| All | +15.6% | -47.3% | +63.0% | +17.6% |
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