-22.6%
KVYO vs SONY
-1.3%
-21.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.1% | -8.7% | -4.2% |
| 7D | +1.9% | +8.1% | -6.3% | -0.4% |
| 30D | +25.4% | +15.5% | +9.9% | +20.5% |
| 3M | +7.8% | +22.7% | -14.9% | +2.5% |
| 6M | -10.8% | +36.9% | -47.7% | -15.9% |
| YTD | -35.9% | +7.6% | -43.5% | -40.4% |
| 1Y | -22.6% | -1.9% | -20.7% | -26.8% |
| All | -22.6% | -1.3% | -21.3% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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