+0.3%
XLU vs KVYO
-27.1%
+27.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -0.7% | +2.8% | -3.5% | -0.6% |
| 30D | +4.8% | +19.0% | -14.1% | +5.5% |
| 3M | +0.2% | +23.8% | -23.6% | +1.1% |
| 6M | -4.3% | +31.0% | -35.3% | -3.1% |
| YTD | +3.1% | -36.2% | +39.4% | +3.5% |
| 1Y | +0.3% | -28.1% | +28.4% | -0.1% |
| All | +0.3% | -27.1% | +27.4% | -0.1% |
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