+25.0%
XLB vs KVYO
-20.3%
+45.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -2.9% |
| 7D | -0.4% | +1.9% | -2.2% | -0.4% |
| 30D | +5.2% | +25.4% | -20.1% | +5.2% |
| 3M | -0.1% | +7.8% | -8.0% | -0.2% |
| 6M | +2.4% | -10.8% | +13.2% | +2.2% |
| YTD | +16.9% | -35.9% | +52.8% | +17.1% |
| 1Y | +25.0% | -22.6% | +47.6% | +22.9% |
| All | +25.0% | -20.3% | +45.4% | +22.9% |
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