+96.5%
STM vs KVYO
-18.3%
+114.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.0% |
| 7D | -6.0% | +3.9% | -10.0% | -5.8% |
| 30D | -20.9% | +27.9% | -48.8% | -19.7% |
| 3M | -15.8% | +11.8% | -27.6% | -14.7% |
| 6M | -17.0% | -4.9% | -12.1% | -14.5% |
| YTD | +76.8% | -34.2% | +111.0% | +85.6% |
| 1Y | +96.5% | -17.8% | +114.3% | +97.5% |
| All | +96.5% | -18.3% | +114.8% | +97.5% |
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