-50.1%
KVYO vs PPG
-15.2%
-34.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | -12.1% | -6.2% | -5.8% | -10.3% |
| 30D | -5.2% | -7.9% | +2.8% | -2.8% |
| 3M | +14.5% | -10.2% | +24.7% | +18.1% |
| 6M | -17.6% | +2.7% | -20.3% | -20.2% |
| YTD | -49.6% | +4.9% | -54.5% | -53.0% |
| 1Y | -48.6% | -3.2% | -45.4% | -49.6% |
| All | -50.1% | -15.2% | -34.8% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 5y: compounded portfolio wealth divided by compounded PPG 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…
5y analysis · Full analysis span regression · 6 months rolling