-40.3%
KVYO vs BTG
+38.4%
-78.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -5.9% |
| 7D | -7.6% | -0.9% | -6.8% | -7.6% |
| 30D | -3.6% | +36.8% | -40.4% | -2.3% |
| 3M | +17.9% | +23.1% | -5.2% | +19.2% |
| 6M | -4.7% | +3.5% | -8.2% | -1.9% |
| YTD | -42.7% | +25.5% | -68.2% | -41.1% |
| 1Y | -40.3% | +40.1% | -80.4% | -48.9% |
| All | -40.3% | +38.4% | -78.6% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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