-20.5%
KVYO vs GEN
+21.5%
-42.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.8% | -2.7% |
| 7D | +3.9% | +26.9% | -22.9% | -14.1% |
| 30D | +27.9% | +38.6% | -10.7% | -1.9% |
| 3M | +11.8% | +9.7% | +2.1% | +3.9% |
| 6M | -4.9% | +58.9% | -63.8% | -35.7% |
| YTD | -34.2% | +15.3% | -49.5% | -39.0% |
| All | -20.5% | +21.5% | -42.0% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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