+87.6%
SMH vs KVYO
-47.3%
+135.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.6% |
| 7D | +0.3% | -12.1% | +12.4% | -0.8% |
| 30D | -2.8% | -5.2% | +2.4% | -3.1% |
| 3M | -6.7% | +14.5% | -21.2% | -5.4% |
| 6M | +41.8% | -17.6% | +59.4% | +41.7% |
| YTD | +57.9% | -49.6% | +107.5% | +58.9% |
| 1Y | +87.6% | -48.6% | +136.2% | +87.5% |
| All | +87.6% | -47.3% | +135.0% | +87.5% |
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