-40.3%
KVYO vs FTV
+21.7%
-61.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.8% | -5.4% |
| 7D | -7.6% | -4.5% | -3.2% | -5.8% |
| 30D | -3.6% | -7.1% | +3.5% | -0.4% |
| 3M | +17.9% | -7.2% | +25.1% | +21.1% |
| 6M | -4.7% | -1.5% | -3.2% | -5.1% |
| YTD | -42.7% | +3.5% | -46.2% | -43.3% |
| 1Y | -40.3% | +20.3% | -60.6% | -44.3% |
| All | -40.3% | +21.7% | -61.9% | -44.3% |
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