-48.6%
KVYO vs SWK
+20.3%
-68.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -12.1% | -7.5% | -4.5% | -12.0% |
| 30D | -5.2% | -12.5% | +7.4% | -5.0% |
| 3M | +14.5% | +8.3% | +6.2% | +15.3% |
| 6M | -17.6% | +23.4% | -41.0% | -17.3% |
| YTD | -49.6% | +23.8% | -73.5% | -49.5% |
| 1Y | -48.6% | +17.0% | -65.6% | -51.4% |
| All | -48.6% | +20.3% | -68.9% | -51.4% |
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