-5.3%
PEG vs KVYO
-20.3%
+15.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.3% |
| 7D | -0.7% | +1.9% | -2.6% | -0.6% |
| 30D | +1.9% | +25.4% | -23.5% | +2.8% |
| 3M | -2.3% | +7.8% | -10.2% | -1.8% |
| 6M | -6.7% | -10.8% | +4.1% | -6.1% |
| YTD | -6.6% | -35.9% | +29.3% | -2.8% |
| 1Y | -5.3% | -22.6% | +17.3% | -5.2% |
| All | -5.3% | -20.3% | +15.0% | -5.2% |
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