-50.8%
KVYO vs PTC
-9.8%
-40.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.8% |
| 7D | -18.4% | -14.2% | -4.1% | -7.3% |
| 30D | -12.1% | -14.4% | +2.3% | +0.5% |
| 3M | +11.2% | -4.7% | +15.9% | +14.2% |
| 6M | -19.8% | -19.3% | -0.4% | -4.7% |
| YTD | -50.3% | -26.1% | -24.2% | -36.3% |
| 1Y | -48.3% | -37.1% | -11.2% | -25.6% |
| All | -50.8% | -9.8% | -40.9% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling