-63.5%
CSGP vs KVYO
-55.7%
-7.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.1% | +6.6% | -0.9% |
| 7D | -5.4% | -15.7% | +10.4% | -2.6% |
| 30D | -6.0% | -9.0% | +2.9% | -4.7% |
| 3M | -12.8% | +10.1% | -22.9% | -14.4% |
| 6M | -38.9% | -20.6% | -18.3% | -38.2% |
| YTD | -56.0% | -49.9% | -6.1% | -53.3% |
| 1Y | -66.4% | -49.4% | -17.0% | -64.6% |
| All | -63.5% | -55.7% | -7.8% | -62.8% |
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