+113.9%
SOXX vs KVYO
-39.6%
+153.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.8% | +9.3% | +2.9% |
| 7D | +2.2% | -7.6% | +9.9% | +1.5% |
| 30D | -2.0% | -3.6% | +1.5% | -2.0% |
| 3M | -13.7% | +17.9% | -31.6% | -11.4% |
| 6M | +52.4% | -4.7% | +57.1% | +54.6% |
| YTD | +72.8% | -42.7% | +115.5% | +78.5% |
| 1Y | +113.9% | -40.3% | +154.2% | +116.9% |
| All | +113.9% | -39.6% | +153.5% | +116.9% |
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