-10.5%
ISRG vs KVYO
-18.3%
+7.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.1% | +9.2% | +9.4% |
| 7D | +8.5% | +3.9% | +4.6% | +8.1% |
| 30D | +18.6% | +27.9% | -9.3% | +15.8% |
| 3M | +30.9% | +11.8% | +19.1% | +28.7% |
| 6M | +6.6% | -4.9% | +11.5% | +5.0% |
| YTD | -14.9% | -34.2% | +19.3% | -12.6% |
| 1Y | -10.5% | -17.8% | +7.3% | -10.8% |
| All | -10.5% | -18.3% | +7.8% | -10.8% |
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