-7.5%
IGV vs KVYO
-18.3%
+10.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | -7.5% | +3.9% | -11.4% | -8.6% |
| 30D | -5.6% | +27.9% | -33.5% | -12.2% |
| 3M | +1.5% | +11.8% | -10.3% | -2.9% |
| 6M | +17.1% | -4.9% | +22.1% | +12.1% |
| YTD | -2.0% | -34.2% | +32.2% | -2.4% |
| 1Y | -7.5% | -17.8% | +10.3% | -9.7% |
| All | -7.5% | -18.3% | +10.8% | -9.7% |
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