+1.2%
EXE vs KVYO
-47.3%
+48.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.1% |
| 7D | -3.1% | -12.1% | +8.9% | -2.8% |
| 30D | -0.9% | -5.2% | +4.2% | -0.8% |
| 3M | +9.6% | +14.5% | -4.9% | +8.9% |
| 6M | -11.6% | -17.6% | +6.0% | -11.1% |
| YTD | -12.6% | -49.6% | +37.1% | -10.0% |
| 1Y | +1.2% | -48.6% | +49.7% | +1.5% |
| All | +1.2% | -47.3% | +48.5% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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