+162.7%
FN vs KVYO
-56.1%
+218.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -3.4% |
| 7D | +2.3% | -18.4% | +20.6% | +3.6% |
| 30D | -23.2% | -12.1% | -11.0% | -22.8% |
| 3M | -30.4% | +11.2% | -41.5% | -32.2% |
| 6M | -25.6% | -19.8% | -5.9% | -26.4% |
| YTD | -11.3% | -50.3% | +39.0% | -3.2% |
| 1Y | +8.4% | -48.3% | +56.7% | +16.1% |
| All | +162.7% | -56.1% | +218.8% | +167.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling