-40.3%
KVYO vs XYL
-23.4%
-16.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.0% | -3.8% | -6.0% |
| 7D | -7.6% | -5.0% | -2.6% | -8.2% |
| 30D | -3.6% | -13.2% | +9.6% | -5.3% |
| 3M | +17.9% | -3.7% | +21.6% | +20.3% |
| 6M | -4.7% | -17.7% | +13.0% | -7.0% |
| YTD | -42.7% | -21.5% | -21.2% | -45.7% |
| 1Y | -40.3% | -24.5% | -15.8% | -41.3% |
| All | -40.3% | -23.4% | -16.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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