-50.1%
KVYO vs SNY
-11.3%
-38.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -12.1% | -3.3% | -8.8% | -12.0% |
| 30D | -5.2% | -2.2% | -3.0% | -5.1% |
| 3M | +14.5% | -3.0% | +17.5% | +14.5% |
| 6M | -17.6% | +2.7% | -20.4% | -17.7% |
| YTD | -49.6% | -6.8% | -42.8% | -49.5% |
| 1Y | -48.6% | -5.3% | -43.3% | -48.4% |
| All | -50.1% | -11.3% | -38.8% | -50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling