-4.9%
TDG vs KVYO
-33.3%
+28.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | +1.4% | -4.2% | +5.7% | +1.6% |
| 30D | +10.6% | +18.0% | -7.3% | +10.2% |
| 3M | +0.2% | +14.3% | -14.2% | -0.2% |
| 6M | +0.9% | +34.3% | -33.5% | +0.2% |
| YTD | -7.8% | -37.1% | +29.2% | -7.8% |
| 1Y | -4.9% | -30.6% | +25.6% | -6.5% |
| All | -4.9% | -33.3% | +28.4% | -6.5% |
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