-22.6%
KVYO vs XYL
-32.2%
+9.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.5% |
| 7D | +1.9% | +10.2% | -8.4% | +1.2% |
| 30D | +25.4% | -4.3% | +29.7% | +25.5% |
| 3M | +7.8% | -17.8% | +25.7% | +6.4% |
| 6M | -10.8% | -13.4% | +2.6% | -10.1% |
| YTD | -35.9% | -25.7% | -10.2% | -40.1% |
| 1Y | -22.6% | -32.7% | +10.1% | -18.8% |
| All | -22.6% | -32.2% | +9.6% | -18.8% |
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