-50.1%
KVYO vs FGI
+7.2%
-57.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.5% |
| 7D | -12.1% | +12.1% | -24.2% | -12.6% |
| 30D | -5.2% | +75.7% | -80.8% | -10.1% |
| 3M | +14.5% | +31.7% | -17.2% | +9.5% |
| 6M | -17.6% | +111.5% | -129.1% | -23.7% |
| YTD | -49.6% | +45.8% | -95.4% | -52.8% |
| 1Y | -48.6% | +112.5% | -161.1% | -53.2% |
| All | -50.1% | +7.2% | -57.3% | -55.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling