+7.0%
KVYO vs XE
-70.1%
+77.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -10.4% | +7.9% | -3.2% |
| 7D | +1.9% | -23.1% | +24.9% | +0.3% |
| 30D | +25.4% | -41.7% | +67.1% | +20.9% |
| 3M | +7.8% | -52.8% | +60.6% | +3.1% |
| 6M | -10.8% | -68.4% | +57.6% | -22.0% |
| All | +7.0% | -70.1% | +77.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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