-45.0%
KVYO vs XHB
-15.0%
-30.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.5% | +6.4% |
| 7D | -6.5% | -4.8% | -1.7% | -6.3% |
| 30D | -5.9% | -9.9% | +4.0% | -5.5% |
| 3M | +22.4% | -8.5% | +31.0% | +22.7% |
| 6M | -9.0% | -1.8% | -7.2% | -9.3% |
| YTD | -46.4% | -4.1% | -42.3% | -46.2% |
| All | -45.0% | -15.0% | -30.0% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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