-50.1%
KVYO vs HIG
+94.3%
-144.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -12.1% | -1.5% | -10.6% | -11.6% |
| 30D | -5.2% | -0.4% | -4.8% | -5.1% |
| 3M | +14.5% | +6.7% | +7.8% | +11.6% |
| 6M | -17.6% | +2.0% | -19.6% | -18.5% |
| YTD | -49.6% | +0.3% | -49.9% | -50.0% |
| 1Y | -48.6% | +4.2% | -52.7% | -49.8% |
| All | -50.1% | +94.3% | -144.4% | -62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling