-40.3%
KVYO vs GFI
+45.3%
-85.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -6.0% |
| 7D | -7.6% | +3.1% | -10.8% | -7.4% |
| 30D | -3.6% | +27.1% | -30.7% | -1.3% |
| 3M | +17.9% | +21.2% | -3.2% | +20.5% |
| 6M | -4.7% | -4.5% | -0.2% | -2.3% |
| YTD | -42.7% | +11.7% | -54.4% | -41.3% |
| 1Y | -40.3% | +46.0% | -86.3% | -47.6% |
| All | -40.3% | +45.3% | -85.5% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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