-40.3%
KVYO vs SONY
-10.8%
-29.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -5.4% |
| 7D | -7.6% | -1.2% | -6.5% | -7.3% |
| 30D | -3.6% | +9.4% | -13.0% | -5.5% |
| 3M | +17.9% | +10.5% | +7.5% | +14.0% |
| 6M | -4.7% | +11.7% | -16.4% | -6.6% |
| YTD | -42.7% | -4.1% | -38.6% | -43.3% |
| 1Y | -40.3% | -11.8% | -28.5% | -38.7% |
| All | -40.3% | -10.8% | -29.4% | -38.7% |
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