-50.1%
KVYO vs FFIV
+154.6%
-204.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | -0.6% |
| 7D | -12.1% | +5.4% | -17.5% | -15.2% |
| 30D | -5.2% | -2.7% | -2.5% | -4.0% |
| 3M | +14.5% | +4.5% | +9.9% | +9.8% |
| 6M | -17.6% | +42.2% | -59.8% | -36.2% |
| YTD | -49.6% | +61.3% | -110.9% | -63.9% |
| 1Y | -48.6% | +23.0% | -71.6% | -56.3% |
| All | -50.1% | +154.6% | -204.6% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 all: compounded portfolio wealth divided by compounded FFIV 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…
all analysis · Full analysis span regression · 6 months rolling