+24.7%
XLB vs KVYO
-27.1%
+51.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -1.5% | +2.8% | -4.3% | -1.5% |
| 30D | +6.1% | +19.0% | -12.9% | +6.0% |
| 3M | 0.0% | +23.8% | -23.8% | 0.0% |
| 6M | 0.0% | +31.0% | -31.0% | +0.1% |
| YTD | +16.0% | -36.2% | +52.2% | +16.9% |
| 1Y | +24.7% | -28.1% | +52.8% | +23.4% |
| All | +24.7% | -27.1% | +51.9% | +23.4% |
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