+58.5%
SOXX vs KVYO
-28.3%
+86.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.9% | +2.1% | +6.4% |
| 7D | +3.5% | -0.6% | +4.1% | +3.4% |
| 30D | -14.4% | +24.1% | -38.5% | -12.2% |
| 3M | -12.7% | +15.6% | -28.3% | -10.7% |
| 6M | -12.4% | +36.8% | -49.2% | -8.0% |
| YTD | +55.1% | -34.6% | +89.7% | +65.8% |
| 1Y | +58.5% | -28.0% | +86.5% | +63.9% |
| All | +58.5% | -28.3% | +86.7% | +63.9% |
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