-17.8%
KVYO vs FHN
+14.6%
-32.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.5% | -0.3% |
| 7D | +3.9% | +2.3% | +1.7% | +3.4% |
| 30D | +27.9% | +1.6% | +26.3% | +27.3% |
| 3M | +11.8% | -8.4% | +20.2% | +14.5% |
| 6M | -4.9% | -2.3% | -2.7% | -4.0% |
| YTD | -34.2% | +1.5% | -35.7% | -34.9% |
| 1Y | -17.8% | +15.0% | -32.9% | -24.8% |
| All | -17.8% | +14.6% | -32.4% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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