+108.4%
SPG vs KVYO
-56.1%
+164.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.1% |
| 7D | -2.2% | -18.4% | +16.2% | -0.9% |
| 30D | -5.8% | -12.1% | +6.4% | -5.1% |
| 3M | -2.8% | +11.2% | -14.0% | -3.9% |
| 6M | +8.9% | -19.8% | +28.6% | +8.9% |
| YTD | +14.3% | -50.3% | +64.6% | +19.7% |
| 1Y | +19.5% | -48.3% | +67.7% | +24.0% |
| All | +108.4% | -56.1% | +164.5% | +111.3% |
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