+60.4%
AMGN vs KVYO
-39.6%
+100.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.8% | +4.3% | -1.6% |
| 7D | +1.1% | -7.6% | +8.8% | +1.1% |
| 30D | +7.8% | -3.6% | +11.4% | +7.8% |
| 3M | +27.3% | +17.9% | +9.3% | +27.7% |
| 6M | +16.8% | -4.7% | +21.5% | +17.1% |
| YTD | +36.3% | -42.7% | +79.0% | +39.3% |
| 1Y | +60.4% | -40.3% | +100.7% | +62.0% |
| All | +60.4% | -39.6% | +100.1% | +62.0% |
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