-14.0%
SGI vs KVYO
-20.3%
+6.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.6% |
| 7D | +5.3% | +1.9% | +3.5% | +5.2% |
| 30D | +8.2% | +25.4% | -17.2% | +6.5% |
| 3M | -2.2% | +7.8% | -10.0% | -3.2% |
| 6M | -8.4% | -10.8% | +2.4% | -9.2% |
| YTD | -23.4% | -35.9% | +12.5% | -19.1% |
| 1Y | -14.0% | -22.6% | +8.6% | -18.7% |
| All | -14.0% | -20.3% | +6.4% | -18.7% |
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