-17.8%
KVYO vs FTV
+37.8%
-55.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | -1.0% |
| 7D | +3.9% | +6.6% | -2.7% | +0.8% |
| 30D | +27.9% | +19.1% | +8.8% | +17.6% |
| 3M | +11.8% | +13.1% | -1.2% | +5.4% |
| 6M | -4.9% | +14.0% | -18.9% | -11.4% |
| YTD | -34.2% | +24.2% | -58.4% | -40.2% |
| 1Y | -17.8% | +36.4% | -54.2% | -33.3% |
| All | -17.8% | +37.8% | -55.6% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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