-22.6%
KVYO vs RJF
+5.4%
-28.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -1.3% |
| 7D | +1.9% | +2.2% | -0.3% | +0.6% |
| 30D | +25.4% | +3.4% | +22.0% | +22.9% |
| 3M | +7.8% | -8.7% | +16.5% | +13.1% |
| 6M | -10.8% | +4.1% | -14.9% | -12.7% |
| YTD | -35.9% | +3.7% | -39.6% | -39.9% |
| 1Y | -22.6% | +4.4% | -27.0% | -28.4% |
| All | -22.6% | +5.4% | -28.0% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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