+24.9%
SRE vs KVYO
-55.5%
+80.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.8% |
| 7D | -0.8% | -12.1% | +11.3% | -0.7% |
| 30D | -3.0% | -5.2% | +2.2% | -3.0% |
| 3M | -8.3% | +14.5% | -22.8% | -8.7% |
| 6M | -8.9% | -17.6% | +8.7% | -8.8% |
| YTD | -4.3% | -49.6% | +45.3% | -2.3% |
| 1Y | +2.7% | -48.6% | +51.3% | +4.5% |
| All | +24.9% | -55.5% | +80.3% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling