+223.8%
SIMO vs KVYO
-47.3%
+271.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.4% | +5.8% | +7.5% |
| 7D | +11.0% | -12.1% | +23.1% | +8.8% |
| 30D | +17.9% | -5.2% | +23.0% | +17.2% |
| 3M | +3.9% | +14.5% | -10.6% | +4.3% |
| 6M | +131.0% | -17.6% | +148.6% | +131.3% |
| YTD | +209.3% | -49.6% | +258.9% | +234.4% |
| 1Y | +223.8% | -48.6% | +272.3% | +246.0% |
| All | +223.8% | -47.3% | +271.1% | +246.0% |
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