+39.8%
DG vs KVYO
-20.3%
+60.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -2.3% |
| 7D | +6.1% | +1.9% | +4.2% | +5.9% |
| 30D | +11.9% | +25.4% | -13.4% | +9.8% |
| 3M | +9.3% | +7.8% | +1.4% | +8.1% |
| 6M | +19.1% | -10.8% | +29.9% | +17.3% |
| YTD | +5.9% | -35.9% | +41.8% | +3.5% |
| 1Y | +39.8% | -22.6% | +62.4% | +34.0% |
| All | +39.8% | -20.3% | +60.1% | +34.0% |
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