-48.6%
KVYO vs FTV
+14.7%
-63.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.3% |
| 7D | -12.1% | -4.0% | -8.1% | -10.5% |
| 30D | -5.2% | -11.0% | +5.9% | -0.2% |
| 3M | +14.5% | -8.4% | +22.9% | +18.4% |
| 6M | -17.6% | -2.6% | -15.1% | -17.7% |
| YTD | -49.6% | -0.6% | -49.0% | -49.1% |
| 1Y | -48.6% | +11.0% | -59.5% | -50.9% |
| All | -48.6% | +14.7% | -63.3% | -50.9% |
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