Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • JCI vs KVYO✓SelectedUSD · KVYOJCI vs KVYO performance historyLatest closeAs of+1.91%09/04
Stock and ETF performance explorer

JCI vs KVYO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+36.1%
KVYO return
-39.6%
Excess return
+75.8%
Maximum drawdown
-12.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioKVYOExcessAlpha
1D+1.9%-5.8%+7.7%+1.6%
7D+3.8%-7.6%+11.5%+3.4%
30D-5.7%-3.6%-2.1%-5.6%
3M-1.4%+17.9%-19.3%0.0%
6M+4.1%-4.7%+8.8%+6.1%
YTD+21.7%-42.7%+64.4%+25.7%
1Y+36.1%-40.3%+76.4%+36.7%
All+36.1%-39.6%+75.8%+36.7%

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