-17.8%
KVYO vs SWK
+87.6%
-105.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -0.2% |
| 7D | +3.9% | +17.9% | -14.0% | +3.6% |
| 30D | +27.9% | +31.9% | -4.0% | +27.5% |
| 3M | +11.8% | +16.6% | -4.7% | +11.1% |
| 6M | -4.9% | +61.1% | -66.1% | -3.1% |
| YTD | -34.2% | +64.2% | -98.4% | -32.5% |
| 1Y | -17.8% | +85.2% | -103.1% | -19.3% |
| All | -17.8% | +87.6% | -105.5% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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