-50.1%
KVYO vs IBB
+62.5%
-112.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | -12.1% | -4.2% | -7.8% | -9.6% |
| 30D | -5.2% | +1.1% | -6.3% | -6.3% |
| 3M | +14.5% | +19.0% | -4.6% | +1.4% |
| 6M | -17.6% | +18.9% | -36.5% | -27.9% |
| YTD | -49.6% | +20.3% | -70.0% | -56.5% |
| 1Y | -48.6% | +41.5% | -90.0% | -61.6% |
| All | -50.1% | +62.5% | -112.6% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling