-50.1%
KVYO vs AGI
+185.8%
-235.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.4% |
| 7D | -12.1% | -2.7% | -9.4% | -12.0% |
| 30D | -5.2% | +7.2% | -12.4% | -5.5% |
| 3M | +14.5% | +4.3% | +10.2% | +14.2% |
| 6M | -17.6% | -27.1% | +9.5% | -15.5% |
| YTD | -49.6% | -6.6% | -43.0% | -50.1% |
| 1Y | -48.6% | +9.5% | -58.1% | -50.2% |
| All | -50.1% | +185.8% | -235.9% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling