-28.1%
KVYO vs GFI
+6.8%
-34.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -0.1% |
| 7D | +2.8% | +19.0% | -16.2% | +4.6% |
| 30D | +19.0% | +11.8% | +7.2% | +20.2% |
| 3M | +23.8% | +7.3% | +16.5% | +25.0% |
| 6M | +31.0% | -13.3% | +44.3% | +29.5% |
| YTD | -36.2% | -5.6% | -30.6% | -36.0% |
| 1Y | -28.1% | +9.2% | -37.3% | -28.9% |
| All | -28.1% | +6.8% | -34.9% | -28.9% |
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