-18.6%
NRG vs KVYO
-39.6%
+21.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -5.8% | +12.2% | +6.0% |
| 7D | +7.1% | -7.6% | +14.8% | +6.5% |
| 30D | -1.4% | -3.6% | +2.2% | -1.5% |
| 3M | -10.5% | +17.9% | -28.4% | -9.6% |
| 6M | -26.7% | -4.7% | -22.0% | -25.2% |
| YTD | -24.5% | -42.7% | +18.2% | -21.7% |
| 1Y | -18.6% | -40.3% | +21.7% | -15.9% |
| All | -18.6% | -39.6% | +21.1% | -15.9% |
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