+49.7%
JNJ vs KVYO
-20.3%
+70.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.1% | -1.5% |
| 7D | -1.0% | +1.9% | -2.9% | -1.0% |
| 30D | +6.9% | +25.4% | -18.5% | +7.3% |
| 3M | +6.2% | +7.8% | -1.6% | +6.5% |
| 6M | +22.0% | -10.8% | +32.8% | +21.5% |
| YTD | +33.7% | -35.9% | +69.6% | +32.9% |
| 1Y | +49.7% | -22.6% | +72.3% | +52.0% |
| All | +49.7% | -20.3% | +70.0% | +52.0% |
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