-22.6%
KVYO vs BTG
+30.1%
-52.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -2.4% |
| 7D | +1.9% | +5.6% | -3.8% | +2.1% |
| 30D | +25.4% | +1.2% | +24.2% | +25.4% |
| 3M | +7.8% | +29.0% | -21.2% | +8.8% |
| 6M | -10.8% | +25.4% | -36.2% | -9.9% |
| YTD | -35.9% | +18.3% | -54.2% | -34.7% |
| 1Y | -22.6% | +32.4% | -55.0% | -20.9% |
| All | -22.6% | +30.1% | -52.7% | -20.9% |
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