-40.3%
KVYO vs NVS
+27.7%
-68.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.9% | -3.9% | -6.5% |
| 7D | -7.6% | +4.0% | -11.7% | -6.2% |
| 30D | -3.6% | +3.6% | -7.2% | -2.2% |
| 3M | +17.9% | +7.8% | +10.1% | +22.4% |
| 6M | -4.7% | -0.2% | -4.5% | -2.6% |
| YTD | -42.7% | +19.6% | -62.3% | -40.2% |
| 1Y | -40.3% | +28.4% | -68.6% | -37.3% |
| All | -40.3% | +27.7% | -68.0% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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