+23.5%
DG vs KVYO
-35.9%
+59.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.1% |
| 7D | +4.3% | +0.8% | +3.5% | +4.2% |
| 30D | +3.1% | +3.5% | -0.3% | +2.7% |
| 3M | +25.5% | +25.9% | -0.4% | +23.1% |
| 6M | -13.4% | +4.7% | -18.1% | -15.1% |
| YTD | +0.3% | -39.1% | +39.4% | -0.7% |
| All | +23.5% | -35.9% | +59.4% | +22.1% |
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 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