+13.7%
KVYO vs SUNB
+7.1%
+6.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.1% |
| 7D | +2.8% | -7.9% | +10.7% | +0.2% |
| 30D | +19.0% | +3.0% | +15.9% | +20.3% |
| 3M | +23.8% | -4.4% | +28.2% | +24.0% |
| 6M | +31.0% | +2.0% | +29.0% | +35.4% |
| All | +13.7% | +7.1% | +6.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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