-40.3%
KVYO vs EXEL
+59.2%
-99.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.8% |
| 7D | -7.6% | +8.4% | -16.0% | -7.0% |
| 30D | -3.6% | +4.1% | -7.6% | -3.1% |
| 3M | +17.9% | +12.4% | +5.5% | +20.1% |
| 6M | -4.7% | +41.5% | -46.3% | +1.2% |
| YTD | -42.7% | +34.6% | -77.3% | -38.7% |
| 1Y | -40.3% | +57.9% | -98.1% | -37.8% |
| All | -40.3% | +59.2% | -99.5% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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