-40.3%
KVYO vs HIG
+5.1%
-45.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.7% | -5.6% |
| 7D | -7.6% | +0.3% | -8.0% | -7.7% |
| 30D | -3.6% | -3.2% | -0.4% | -3.1% |
| 3M | +17.9% | +9.1% | +8.8% | +16.7% |
| 6M | -4.7% | -1.8% | -2.9% | -6.0% |
| YTD | -42.7% | +1.8% | -44.5% | -43.6% |
| 1Y | -40.3% | +4.6% | -44.8% | -45.0% |
| All | -40.3% | +5.1% | -45.3% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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