-50.3%
KVYO vs FGI
-0.3%
-50.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +2.4% | -11.4% | -9.2% |
| 7D | -15.7% | +14.7% | -30.4% | -16.4% |
| 30D | -9.0% | +67.0% | -75.9% | -13.5% |
| 3M | +10.1% | +31.0% | -20.9% | +5.3% |
| 6M | -20.6% | +126.8% | -147.5% | -26.5% |
| YTD | -49.9% | +35.6% | -85.5% | -52.9% |
| 1Y | -49.4% | +108.9% | -158.3% | -53.9% |
| All | -50.3% | -0.3% | -50.1% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling