-17.8%
KVYO vs PTC
+0.1%
-17.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.2% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +27.9% | +1.5% | +26.4% | +26.8% |
| 3M | +11.8% | +37.8% | -25.9% | -9.2% |
| 6M | -4.9% | +41.2% | -46.2% | -24.9% |
| YTD | -34.2% | +12.0% | -46.3% | -38.4% |
| 1Y | -17.8% | +1.6% | -19.5% | -24.1% |
| All | -17.8% | +0.1% | -17.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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