-50.1%
KVYO vs XME
+119.1%
-169.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.8% |
| 7D | -12.1% | -4.2% | -7.9% | -10.8% |
| 30D | -5.2% | -2.7% | -2.5% | -4.6% |
| 3M | +14.5% | -3.9% | +18.4% | +15.6% |
| 6M | -17.6% | -1.0% | -16.6% | -19.7% |
| YTD | -49.6% | +9.8% | -59.4% | -54.6% |
| 1Y | -48.6% | +32.5% | -81.1% | -60.4% |
| All | -50.1% | +119.1% | -169.2% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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