-4.2%
SW vs KVYO
-49.5%
+45.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -9.1% | +4.4% | -4.3% |
| 7D | -7.0% | -15.7% | +8.8% | -6.4% |
| 30D | -10.5% | -9.0% | -1.6% | -10.3% |
| 3M | +3.0% | +10.1% | -7.1% | +3.1% |
| 6M | +2.3% | -20.6% | +23.0% | +1.4% |
| YTD | +12.4% | -49.9% | +62.3% | +14.4% |
| 1Y | -4.2% | -49.4% | +45.2% | -7.5% |
| All | -4.2% | -49.5% | +45.3% | -7.5% |
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