+111.4%
XBI vs KVYO
-55.5%
+166.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -4.6% | -12.1% | +7.4% | -3.5% |
| 30D | -2.0% | -5.2% | +3.2% | -1.8% |
| 3M | +17.8% | +14.5% | +3.3% | +15.1% |
| 6M | +23.7% | -17.6% | +41.3% | +23.0% |
| YTD | +28.2% | -49.6% | +77.8% | +36.2% |
| 1Y | +64.0% | -48.6% | +112.5% | +72.7% |
| All | +111.4% | -55.5% | +166.9% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 3y: compounded portfolio wealth divided by compounded KVYO 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…
3y analysis · Full analysis span regression · 6 months rolling