-50.1%
KVYO vs GEN
+68.4%
-118.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +0.7% |
| 7D | -12.1% | -1.3% | -10.8% | -11.3% |
| 30D | -5.2% | +6.1% | -11.3% | -8.8% |
| 3M | +14.5% | +27.0% | -12.5% | -1.9% |
| 6M | -17.6% | +43.9% | -61.5% | -34.4% |
| YTD | -49.6% | +13.0% | -62.6% | -53.6% |
| 1Y | -48.6% | +4.0% | -52.6% | -50.6% |
| All | -50.1% | +68.4% | -118.4% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling