-50.8%
KVYO vs EXR
+19.4%
-70.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | -18.4% | -3.2% | -15.2% | -18.0% |
| 30D | -12.1% | -6.9% | -5.3% | -11.3% |
| 3M | +11.2% | -7.8% | +19.0% | +12.4% |
| 6M | -19.8% | -4.9% | -14.9% | -19.2% |
| YTD | -50.3% | +7.2% | -57.5% | -51.4% |
| 1Y | -48.3% | -1.5% | -46.7% | -48.5% |
| All | -50.8% | +19.4% | -70.1% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling