+3.7%
U vs KVYO
-39.6%
+43.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.8% | +4.8% | +0.8% |
| 7D | -3.8% | -7.6% | +3.8% | -1.6% |
| 30D | +17.5% | -3.6% | +21.0% | +16.7% |
| 3M | +38.7% | +17.9% | +20.8% | +26.8% |
| 6M | +104.4% | -4.7% | +109.1% | +86.8% |
| YTD | -5.7% | -42.7% | +37.0% | +7.8% |
| 1Y | +3.7% | -40.3% | +43.9% | +15.6% |
| All | +3.7% | -39.6% | +43.3% | +15.6% |
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