-17.8%
KVYO vs SAN
+23.5%
-41.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | +0.3% |
| 7D | +3.9% | +4.5% | -0.6% | +4.0% |
| 30D | +27.9% | -12.1% | +40.0% | +26.8% |
| 3M | +11.8% | -15.6% | +27.4% | +10.7% |
| 6M | -4.9% | +5.8% | -10.7% | -5.1% |
| YTD | -34.2% | +5.5% | -39.7% | -33.0% |
| 1Y | -17.8% | +23.6% | -41.4% | -23.1% |
| All | -17.8% | +23.5% | -41.3% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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