-28.1%
KVYO vs SIRI
+51.9%
-80.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | +2.8% | +12.6% | -9.8% | +0.4% |
| 30D | +19.0% | +25.9% | -6.9% | +13.8% |
| 3M | +23.8% | +10.3% | +13.5% | +21.6% |
| 6M | +31.0% | +24.8% | +6.2% | +28.4% |
| YTD | -36.2% | +68.6% | -104.8% | -37.7% |
| 1Y | -28.1% | +55.9% | -84.0% | -28.6% |
| All | -28.1% | +51.9% | -80.0% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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