-50.8%
KVYO vs SWK
+14.1%
-64.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | 0.0% |
| 7D | -18.4% | -6.7% | -11.6% | -16.5% |
| 30D | -12.1% | -13.5% | +1.3% | -8.0% |
| 3M | +11.2% | +16.2% | -5.0% | +5.4% |
| 6M | -19.8% | +22.7% | -42.5% | -26.8% |
| YTD | -50.3% | +23.8% | -74.1% | -55.3% |
| 1Y | -48.3% | +20.9% | -69.2% | -53.2% |
| All | -50.8% | +14.1% | -64.9% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling