+601.9%
SEI vs KVYO
-55.5%
+657.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +5.0% |
| 7D | +22.6% | -12.1% | +34.7% | +23.5% |
| 30D | +9.1% | -5.2% | +14.3% | +8.8% |
| 3M | -11.3% | +14.5% | -25.8% | -14.7% |
| 6M | +22.0% | -17.6% | +39.6% | +19.9% |
| YTD | +47.3% | -49.6% | +96.9% | +59.5% |
| 1Y | +124.8% | -48.6% | +173.3% | +140.3% |
| All | +601.9% | -55.5% | +657.4% | +616.8% |
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