+96.2%
SMH vs KVYO
-39.6%
+135.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.8% | +8.4% | +2.1% |
| 7D | +2.5% | -7.6% | +10.2% | +1.9% |
| 30D | -0.5% | -3.6% | +3.1% | -0.5% |
| 3M | -9.6% | +17.9% | -27.6% | -7.7% |
| 6M | +42.1% | -4.7% | +46.8% | +43.4% |
| YTD | +57.4% | -42.7% | +100.1% | +60.4% |
| 1Y | +96.2% | -40.3% | +136.5% | +97.2% |
| All | +96.2% | -39.6% | +135.9% | +97.2% |
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