-48.6%
KVYO vs IAG
+86.2%
-134.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.5% |
| 7D | -12.1% | -1.1% | -11.0% | -12.2% |
| 30D | -5.2% | +12.1% | -17.3% | -3.9% |
| 3M | +14.5% | +25.5% | -11.0% | +17.9% |
| 6M | -17.6% | -7.1% | -10.5% | -12.7% |
| YTD | -49.6% | +22.9% | -72.5% | -48.2% |
| 1Y | -48.6% | +83.3% | -131.9% | -50.4% |
| All | -48.6% | +86.2% | -134.8% | -50.4% |
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