-48.8%
SE vs KVYO
-18.3%
-30.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.3% | +4.4% |
| 7D | +6.7% | +3.9% | +2.7% | +6.4% |
| 30D | -17.2% | +27.9% | -45.1% | -18.7% |
| 3M | -28.0% | +11.8% | -39.9% | -28.8% |
| 6M | -6.1% | -4.9% | -1.2% | -8.0% |
| YTD | -37.1% | -34.2% | -2.9% | -39.6% |
| 1Y | -48.8% | -17.8% | -30.9% | -50.0% |
| All | -48.8% | -18.3% | -30.5% | -50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling