+173.0%
EXPE vs KVYO
-55.5%
+228.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.1% |
| 7D | -5.8% | -12.1% | +6.3% | -3.0% |
| 30D | -13.6% | -5.2% | -8.5% | -13.2% |
| 3M | +25.2% | +14.5% | +10.7% | +20.1% |
| 6M | +22.3% | -17.6% | +40.0% | +22.5% |
| YTD | -0.3% | -49.6% | +49.3% | +10.3% |
| 1Y | +27.8% | -48.6% | +76.4% | +39.8% |
| All | +173.0% | -55.5% | +228.5% | +188.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling