Koyfin, the investment research and portfolio analytics platform, has launched Performance Attribution for Model Portfolios, enabling financial advisors and investment teams to understand why their portfolios outperform or underperform their benchmarks.

Performance attribution helps teams assess whether sector allocation, security selection, or both drove relative returns. This level of analysis often requires a separate, specialized platform, adding cost and complexity to portfolio reviews.

“We worked closely with advisors to understand the limitations of their current attribution tools and the workarounds they’ve had to build around them,” said Rob Koyfman, CEO of Koyfin. “Our focus was on making this analysis more accessible and easier to work with, without sacrificing the depth investment teams need.”

With Attribution and Contribution built into Model Portfolios, investment teams can review the drivers of portfolio performance without switching to a separate analytics platform, supporting regular model reviews and investment committee discussions.

Koyfin Model Portfolios now offers two complementary types of analysis:

  • Contribution analysis shows how much each holding added to or detracted from portfolio returns, accounting for its return and weight in the portfolio.

  • Attribution analysis breaks down performance relative to a benchmark into allocation and selection effects, showing how sector or asset-class positioning and security selection affected relative returns.

Advisors can drill down from sectors to industries and individual holdings to identify the sources of outperformance or underperformance. The analysis also accounts for historical changes in model allocations and benchmark holdings, providing a more accurate view of what drove returns over the selected period.

An integrated AI Summary provides a written overview of attribution results, highlighting the key drivers of performance relative to the benchmark.

Availability

Contribution and Attribution are now available to Koyfin Advisor Pro subscribers. Advisors can start a 7-day free trial at www.koyfin.com.

About Koyfin

Koyfin is an investment research and portfolio analytics platform designed as a modern alternative to legacy terminals. It helps financial professionals research investments, analyze portfolios, and create client-ready reports from a single platform. Koyfin serves individual investors, RIAs, wealth management firms, and institutional investment teams.

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