+145.2%
TE vs KVYO
-47.3%
+192.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.7% |
| 7D | +0.2% | -12.1% | +12.3% | -0.3% |
| 30D | -5.9% | -5.2% | -0.8% | -6.0% |
| 3M | -45.6% | +14.5% | -60.1% | -45.5% |
| 6M | -43.4% | -17.6% | -25.7% | -42.7% |
| YTD | -31.0% | -49.6% | +18.6% | -31.8% |
| 1Y | +145.2% | -48.6% | +193.8% | +159.8% |
| All | +145.2% | -47.3% | +192.5% | +159.8% |
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