-50.3%
KVYO vs SWK
+17.2%
-67.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -2.3% | -6.8% | -8.3% |
| 7D | -15.7% | -4.6% | -11.2% | -14.4% |
| 30D | -9.0% | -9.9% | +0.9% | -5.9% |
| 3M | +10.1% | +15.4% | -5.3% | +4.6% |
| 6M | -20.6% | +25.0% | -45.6% | -28.0% |
| YTD | -49.9% | +27.2% | -77.1% | -55.3% |
| 1Y | -49.4% | +24.6% | -74.0% | -54.7% |
| All | -50.3% | +17.2% | -67.6% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling