+49.9%
XLE vs KVYO
-18.3%
+68.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.9% | -4.7% |
| 7D | -7.2% | +3.9% | -11.1% | -7.2% |
| 30D | +0.1% | +27.9% | -27.8% | -0.2% |
| 3M | +9.2% | +11.8% | -2.6% | +8.9% |
| 6M | +8.4% | -4.9% | +13.3% | +8.7% |
| YTD | +44.9% | -34.2% | +79.1% | +41.9% |
| 1Y | +49.9% | -17.8% | +67.7% | +43.4% |
| All | +49.9% | -18.3% | +68.1% | +43.4% |
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