+570.5%
SOXL vs KVYO
-55.5%
+626.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.8% | +4.8% |
| 7D | +3.9% | -12.1% | +16.0% | +7.3% |
| 30D | -14.3% | -5.2% | -9.1% | -14.2% |
| 3M | -45.6% | +14.5% | -60.1% | -51.9% |
| 6M | +117.2% | -17.6% | +134.8% | +96.6% |
| YTD | +189.8% | -49.6% | +239.5% | +240.3% |
| 1Y | +317.7% | -48.6% | +366.3% | +369.3% |
| All | +570.5% | -55.5% | +626.0% | +631.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling