-50.1%
KVYO vs FHN
+137.5%
-187.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | -12.1% | -1.2% | -10.9% | -11.5% |
| 30D | -5.2% | -4.8% | -0.4% | -2.9% |
| 3M | +14.5% | -0.7% | +15.2% | +14.9% |
| 6M | -17.6% | +10.6% | -28.2% | -22.6% |
| YTD | -49.6% | +4.6% | -54.2% | -51.4% |
| 1Y | -48.6% | +11.4% | -59.9% | -52.3% |
| All | -50.1% | +137.5% | -187.5% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling