-16.0%
GIS vs KVYO
-20.3%
+4.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +1.9% |
| 7D | +9.4% | +1.9% | +7.6% | +9.3% |
| 30D | +15.5% | +25.4% | -9.9% | +13.7% |
| 3M | +3.4% | +7.8% | -4.4% | +2.5% |
| 6M | +9.4% | -10.8% | +20.2% | +7.2% |
| YTD | -16.2% | -35.9% | +19.7% | -16.6% |
| 1Y | -16.0% | -22.6% | +6.6% | -17.2% |
| All | -16.0% | -20.3% | +4.3% | -17.2% |
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