-50.1%
KVYO vs EXPD
+69.0%
-119.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.7% |
| 7D | -12.1% | +2.0% | -14.1% | -12.8% |
| 30D | -5.2% | +4.4% | -9.6% | -6.8% |
| 3M | +14.5% | +15.7% | -1.2% | +7.8% |
| 6M | -17.6% | +37.5% | -55.1% | -27.8% |
| YTD | -49.6% | +29.9% | -79.5% | -54.9% |
| 1Y | -48.6% | +57.8% | -106.3% | -58.1% |
| All | -50.1% | +69.0% | -119.1% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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