-40.3%
KVYO vs RJF
+7.8%
-48.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.3% | -4.9% |
| 7D | -7.6% | -0.6% | -7.0% | -7.3% |
| 30D | -3.6% | -1.3% | -2.3% | -2.8% |
| 3M | +17.9% | +18.9% | -0.9% | +8.0% |
| 6M | -4.7% | +15.0% | -19.7% | -12.0% |
| YTD | -42.7% | +12.2% | -54.9% | -48.4% |
| 1Y | -40.3% | +5.6% | -45.9% | -44.1% |
| All | -40.3% | +7.8% | -48.1% | -44.1% |
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