Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PCG vs KVYO✓SelectedUSD · KVYOPCG vs KVYO performance historyLatest closeAs of-1.13%09/10
Stock and ETF performance explorer

PCG vs KVYO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-18.0%
KVYO return
-56.1%
Excess return
+38.1%
Maximum drawdown
-39.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioKVYOExcessAlpha
1D-1.1%-0.9%-0.3%-1.1%
7D+0.5%-18.4%+18.9%+0.7%
30D-18.9%-12.1%-6.8%-18.9%
3M-15.8%+11.2%-27.0%-16.1%
6M-22.6%-19.8%-2.8%-22.5%
YTD-12.2%-50.3%+38.1%-10.8%
1Y-7.1%-48.3%+41.2%-5.9%
All-18.0%-56.1%+38.1%-18.5%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling