-50.8%
KVYO vs IBB
+62.3%
-113.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | 0.0% |
| 7D | -18.4% | -5.2% | -13.1% | -15.5% |
| 30D | -12.1% | +1.5% | -13.6% | -13.4% |
| 3M | +11.2% | +22.1% | -11.0% | -3.3% |
| 6M | -19.8% | +17.7% | -37.5% | -29.3% |
| YTD | -50.3% | +20.2% | -70.5% | -57.1% |
| 1Y | -48.3% | +44.4% | -92.7% | -62.2% |
| All | -50.8% | +62.3% | -113.0% | -70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling