-36.6%
KVYO vs SM
+41.1%
-77.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.6% |
| 7D | +0.8% | +2.1% | -1.4% | +0.4% |
| 30D | +3.5% | +21.1% | -17.6% | +0.3% |
| 3M | +25.9% | +10.4% | +15.5% | +23.6% |
| 6M | +4.7% | +58.5% | -53.8% | -0.4% |
| YTD | -39.1% | +104.2% | -143.3% | -41.8% |
| All | -36.6% | +41.1% | -77.7% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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