+2.6%
SCHG vs KVYO
-27.1%
+29.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.0% |
| 7D | -3.4% | +2.8% | -6.3% | -3.6% |
| 30D | -10.1% | +19.0% | -29.1% | -10.9% |
| 3M | -6.3% | +23.8% | -30.1% | -7.5% |
| 6M | -1.8% | +31.0% | -32.8% | -3.5% |
| YTD | +1.9% | -36.2% | +38.1% | +3.5% |
| 1Y | +2.6% | -28.1% | +30.7% | +2.9% |
| All | +2.6% | -27.1% | +29.8% | +2.9% |
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