+229.2%
TER vs KVYO
-47.3%
+276.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.1% | +2.8% |
| 7D | +6.4% | -12.1% | +18.4% | +4.0% |
| 30D | -5.7% | -5.2% | -0.5% | -6.2% |
| 3M | -0.4% | +14.5% | -14.9% | +3.1% |
| 6M | +25.8% | -17.6% | +43.5% | +27.4% |
| YTD | +96.4% | -49.6% | +146.0% | +104.1% |
| 1Y | +229.2% | -48.6% | +277.8% | +234.2% |
| All | +229.2% | -47.3% | +276.6% | +234.2% |
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 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