-17.8%
KVYO vs IBB
+42.2%
-60.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.3% |
| 7D | +3.9% | +2.2% | +1.7% | +3.5% |
| 30D | +27.9% | +6.3% | +21.6% | +26.1% |
| 3M | +11.8% | +16.3% | -4.5% | +8.5% |
| 6M | -4.9% | +30.0% | -34.9% | -8.7% |
| YTD | -34.2% | +31.1% | -65.4% | -37.2% |
| 1Y | -17.8% | +42.0% | -59.8% | -23.2% |
| All | -17.8% | +42.2% | -60.1% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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