-50.1%
KVYO vs SM
+6.2%
-56.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | -12.1% | +4.6% | -16.6% | -13.3% |
| 30D | -5.2% | +18.2% | -23.4% | -9.8% |
| 3M | +14.5% | +22.5% | -8.0% | +6.5% |
| 6M | -17.6% | +50.6% | -68.2% | -28.1% |
| YTD | -49.6% | +108.1% | -157.7% | -60.4% |
| 1Y | -48.6% | +46.0% | -94.6% | -54.9% |
| All | -50.1% | +6.2% | -56.2% | -54.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling