+39.7%
SWKS vs KVYO
-21.1%
+60.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.1% | +10.6% | +2.1% |
| 7D | +6.8% | -15.7% | +22.5% | +8.0% |
| 30D | +11.3% | -9.0% | +20.2% | +11.4% |
| 3M | +4.1% | +10.1% | -6.0% | +1.7% |
| 6M | +39.7% | -20.6% | +60.3% | +48.1% |
| All | +39.7% | -21.1% | +60.8% | +48.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling