+242.6%
SOXX vs KVYO
-55.5%
+298.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.7% |
| 7D | +1.4% | -12.1% | +13.5% | +2.5% |
| 30D | -3.6% | -5.2% | +1.6% | -3.4% |
| 3M | -10.2% | +14.5% | -24.6% | -12.9% |
| 6M | +54.2% | -17.6% | +71.9% | +52.3% |
| YTD | +75.2% | -49.6% | +124.8% | +90.2% |
| 1Y | +107.5% | -48.6% | +156.1% | +122.1% |
| All | +242.6% | -55.5% | +298.0% | +248.0% |
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 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