+47.9%
TRV vs KVYO
-20.3%
+68.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -1.5% |
| 7D | +1.2% | +1.9% | -0.7% | +1.1% |
| 30D | +11.7% | +25.4% | -13.6% | +11.2% |
| 3M | +5.7% | +7.8% | -2.1% | +5.5% |
| 6M | +34.7% | -10.8% | +45.5% | +34.1% |
| YTD | +40.5% | -35.9% | +76.4% | +42.9% |
| 1Y | +47.9% | -22.6% | +70.4% | +49.7% |
| All | +47.9% | -20.3% | +68.2% | +49.7% |
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