+146.9%
SMTC vs KVYO
-39.6%
+186.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -5.8% | +15.0% | +8.1% |
| 7D | +12.7% | -7.6% | +20.4% | +11.2% |
| 30D | +22.0% | -3.6% | +25.5% | +22.9% |
| 3M | -12.7% | +17.9% | -30.6% | -9.2% |
| 6M | +64.8% | -4.7% | +69.5% | +68.0% |
| YTD | +100.7% | -42.7% | +143.4% | +101.3% |
| 1Y | +146.9% | -40.3% | +187.2% | +136.2% |
| All | +146.9% | -39.6% | +186.5% | +136.2% |
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