-36.6%
KVYO vs FGI
+69.1%
-105.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +2.2% |
| 7D | +0.8% | -8.0% | +8.8% | +1.3% |
| 30D | +3.5% | +48.8% | -45.4% | -2.0% |
| 3M | +25.9% | +25.3% | +0.7% | +19.9% |
| 6M | +4.7% | +49.3% | -44.5% | -3.0% |
| YTD | -39.1% | +20.9% | -60.0% | -43.1% |
| All | -36.6% | +69.1% | -105.6% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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