+15.1%
SPGI vs KVYO
-55.5%
+70.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.1% |
| 7D | -7.4% | -12.1% | +4.7% | -5.9% |
| 30D | +0.4% | -5.2% | +5.5% | +0.9% |
| 3M | +5.3% | +14.5% | -9.2% | +3.2% |
| 6M | +1.7% | -17.6% | +19.3% | +1.7% |
| YTD | -16.4% | -49.6% | +33.3% | -12.2% |
| 1Y | -20.5% | -48.6% | +28.1% | -17.0% |
| All | +15.1% | -55.5% | +70.6% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling