-50.8%
KVYO vs FGI
+9.2%
-59.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.4% | -10.3% | -1.3% |
| 7D | -18.4% | +22.8% | -41.2% | -19.3% |
| 30D | -12.1% | +85.9% | -98.1% | -17.0% |
| 3M | +11.2% | +32.4% | -21.2% | +6.2% |
| 6M | -19.8% | +106.3% | -126.1% | -25.6% |
| YTD | -50.3% | +48.4% | -98.7% | -53.5% |
| 1Y | -48.3% | +116.4% | -164.6% | -53.0% |
| All | -50.8% | +9.2% | -59.9% | -55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling