-100.0%
SOXS vs KVYO
-55.5%
-44.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -5.2% |
| 7D | -4.7% | -12.1% | +7.3% | -7.9% |
| 30D | +7.7% | -5.2% | +12.9% | +6.7% |
| 3M | -10.2% | +14.5% | -24.6% | -7.1% |
| 6M | -99.2% | -17.6% | -81.6% | -99.4% |
| YTD | -99.5% | -49.6% | -49.9% | -99.8% |
| 1Y | -99.8% | -48.6% | -51.2% | -99.9% |
| All | -100.0% | -55.5% | -44.5% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling