+169.6%
FN vs KVYO
-55.5%
+225.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.5% |
| 7D | +1.8% | -12.1% | +13.9% | +2.6% |
| 30D | -27.5% | -5.2% | -22.3% | -27.5% |
| 3M | -28.8% | +14.5% | -43.3% | -30.8% |
| 6M | -20.9% | -17.6% | -3.3% | -22.0% |
| YTD | -8.9% | -49.6% | +40.7% | -0.8% |
| 1Y | +14.5% | -48.6% | +63.0% | +23.1% |
| All | +169.6% | -55.5% | +225.1% | +173.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling