-46.9%
KVYO vs RJF
+66.7%
-113.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.4% |
| 7D | -6.5% | -4.2% | -2.3% | -3.8% |
| 30D | -5.9% | -5.5% | -0.4% | -2.4% |
| 3M | +22.4% | +11.0% | +11.4% | +14.6% |
| 6M | -9.0% | +17.9% | -26.9% | -18.6% |
| YTD | -46.4% | +7.5% | -53.9% | -49.7% |
| 1Y | -44.2% | +1.7% | -45.9% | -45.4% |
| All | -46.9% | +66.7% | -113.6% | -62.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling