+56.5%
SGI vs KVYO
-55.5%
+112.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | -4.5% | -12.1% | +7.6% | -3.0% |
| 30D | +4.2% | -5.2% | +9.3% | +4.5% |
| 3M | -7.4% | +14.5% | -21.9% | -9.4% |
| 6M | -15.1% | -17.6% | +2.6% | -15.6% |
| YTD | -24.7% | -49.6% | +24.9% | -19.5% |
| 1Y | -21.8% | -48.6% | +26.8% | -17.4% |
| All | +56.5% | -55.5% | +112.0% | +59.6% |
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