-17.8%
KVYO vs TMF
-23.9%
+6.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.3% | -0.1% |
| 7D | +3.9% | +4.0% | 0.0% | +3.6% |
| 30D | +27.9% | +19.5% | +8.5% | +26.3% |
| 3M | +11.8% | -3.5% | +15.4% | +10.9% |
| 6M | -4.9% | -10.6% | +5.6% | -6.9% |
| YTD | -34.2% | -17.1% | -17.1% | -36.6% |
| 1Y | -17.8% | -24.3% | +6.4% | -19.2% |
| All | -17.8% | -23.9% | +6.0% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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