-17.8%
KVYO vs IAG
+56.5%
-74.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.2% | -10.1% | +1.1% |
| 7D | +3.9% | +1.1% | +2.8% | +4.0% |
| 30D | +27.9% | -5.3% | +33.2% | +27.2% |
| 3M | +11.8% | +18.0% | -6.2% | +13.6% |
| 6M | -4.9% | +7.1% | -12.1% | -3.1% |
| YTD | -34.2% | +5.9% | -40.2% | -35.7% |
| 1Y | -17.8% | +59.4% | -77.2% | -27.7% |
| All | -17.8% | +56.5% | -74.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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