+99.1%
STM vs KVYO
-47.3%
+146.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.5% |
| 7D | -1.4% | -12.1% | +10.7% | -1.7% |
| 30D | -4.9% | -5.2% | +0.2% | -5.1% |
| 3M | -34.0% | +14.5% | -48.5% | -34.1% |
| 6M | +51.8% | -17.6% | +69.5% | +51.4% |
| YTD | +99.4% | -49.6% | +149.0% | +111.3% |
| 1Y | +99.1% | -48.6% | +147.6% | +106.2% |
| All | +99.1% | -47.3% | +146.4% | +106.2% |
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