-40.3%
KVYO vs INCY
+45.3%
-85.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.8% | -5.8% |
| 7D | -7.6% | +1.9% | -9.6% | -7.7% |
| 30D | -3.6% | +5.8% | -9.4% | -4.0% |
| 3M | +17.9% | +25.2% | -7.3% | +18.8% |
| 6M | -4.7% | +28.2% | -32.9% | -3.5% |
| YTD | -42.7% | +28.3% | -71.0% | -42.0% |
| 1Y | -40.3% | +48.3% | -88.6% | -42.5% |
| All | -40.3% | +45.3% | -85.5% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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