+1.1%
SWKS vs KVYO
-55.5%
+56.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.9% |
| 7D | +19.4% | -12.1% | +31.4% | +21.6% |
| 30D | +26.8% | -5.2% | +32.0% | +27.0% |
| 3M | +21.5% | +14.5% | +7.0% | +16.7% |
| 6M | +61.0% | -17.6% | +78.6% | +61.9% |
| YTD | +42.2% | -49.6% | +91.8% | +56.1% |
| 1Y | +22.1% | -48.6% | +70.7% | +32.6% |
| All | +1.1% | -55.5% | +56.6% | +4.5% |
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 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