+8.0%
XEL vs KVYO
-39.6%
+47.7%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.8% | +5.0% | -1.0% |
| 7D | -1.0% | -7.6% | +6.7% | -1.2% |
| 30D | -1.9% | -3.6% | +1.7% | -1.9% |
| 3M | -1.9% | +17.9% | -19.8% | -1.1% |
| 6M | -7.4% | -4.7% | -2.7% | -6.3% |
| YTD | +4.1% | -42.7% | +46.7% | +3.2% |
| 1Y | +8.0% | -40.3% | +48.3% | +8.3% |
| All | +8.0% | -39.6% | +47.7% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling