-50.1%
KVYO vs SONY
+41.3%
-91.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +0.9% |
| 7D | -12.1% | -2.7% | -9.4% | -11.2% |
| 30D | -5.2% | +1.5% | -6.7% | -5.6% |
| 3M | +14.5% | +13.0% | +1.5% | +9.6% |
| 6M | -17.6% | +11.2% | -28.8% | -21.0% |
| YTD | -49.6% | -6.6% | -43.0% | -48.7% |
| 1Y | -48.6% | -18.1% | -30.4% | -45.1% |
| All | -50.1% | +41.3% | -91.3% | -58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling