+60.6%
SAP vs KVYO
-55.5%
+116.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | -4.1% | -12.1% | +8.0% | -1.6% |
| 30D | +1.1% | -5.2% | +6.2% | +1.8% |
| 3M | +26.1% | +14.5% | +11.6% | +22.2% |
| 6M | +9.8% | -17.6% | +27.4% | +10.3% |
| YTD | -13.6% | -49.6% | +36.0% | -6.7% |
| 1Y | -18.7% | -48.6% | +29.9% | -12.9% |
| All | +60.6% | -55.5% | +116.1% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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