-50.1%
KVYO vs SUI
+3.9%
-54.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -12.1% | -4.2% | -7.9% | -10.9% |
| 30D | -5.2% | -3.3% | -1.9% | -4.3% |
| 3M | +14.5% | -8.2% | +22.7% | +17.3% |
| 6M | -17.6% | -14.5% | -3.2% | -13.9% |
| YTD | -49.6% | -5.9% | -43.7% | -49.1% |
| 1Y | -48.6% | -9.7% | -38.8% | -47.3% |
| All | -50.1% | +3.9% | -54.0% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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