+40.2%
SW vs KVYO
-51.3%
+91.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.9% | +0.4% | -3.1% |
| 7D | -2.6% | -13.3% | +10.7% | -1.4% |
| 30D | -7.5% | +7.6% | -15.1% | -8.3% |
| 3M | +10.3% | +17.5% | -7.3% | +8.4% |
| 6M | +5.4% | -14.7% | +20.2% | +4.8% |
| YTD | +17.9% | -44.9% | +62.8% | +22.6% |
| 1Y | -2.4% | -46.1% | +43.7% | +1.3% |
| All | +40.2% | -51.3% | +91.6% | +44.6% |
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