+183.1%
SE vs KVYO
-55.5%
+238.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.8% | -1.6% |
| 7D | -5.2% | -12.1% | +6.9% | -3.4% |
| 30D | -17.1% | -5.2% | -11.9% | -16.8% |
| 3M | +24.0% | +14.5% | +9.5% | +20.7% |
| 6M | +21.0% | -17.6% | +38.6% | +20.2% |
| YTD | -16.7% | -49.6% | +32.9% | -10.0% |
| 1Y | -45.9% | -48.6% | +2.6% | -42.2% |
| All | +183.1% | -55.5% | +238.6% | +208.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling