-29.2%
KVYO vs SNY
+1.6%
-30.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.1% |
| 7D | -4.5% | +5.6% | -10.1% | -5.9% |
| 30D | +20.2% | +20.1% | +0.1% | +14.4% |
| 3M | +25.3% | +10.7% | +14.5% | +20.4% |
| 6M | +36.9% | +11.1% | +25.8% | +31.3% |
| YTD | -35.9% | +4.8% | -40.7% | -36.4% |
| All | -29.2% | +1.6% | -30.8% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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