-47.3%
NRG vs KVYO
-27.1%
-20.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +9.6% |
| 7D | -7.6% | +2.8% | -10.5% | -7.4% |
| 30D | -18.3% | +19.0% | -37.3% | -17.2% |
| 3M | -25.5% | +23.8% | -49.3% | -24.1% |
| 6M | -40.9% | +31.0% | -71.9% | -39.8% |
| YTD | -43.7% | -36.2% | -7.5% | -40.3% |
| 1Y | -47.3% | -28.1% | -19.2% | -46.7% |
| All | -47.3% | -27.1% | -20.2% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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