+43.6%
XLU vs KVYO
-55.5%
+99.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.3% |
| 7D | -1.6% | -12.1% | +10.5% | -1.6% |
| 30D | -3.3% | -5.2% | +1.9% | -3.3% |
| 3M | -3.2% | +14.5% | -17.6% | -3.2% |
| 6M | -7.0% | -17.6% | +10.7% | -6.8% |
| YTD | +0.6% | -49.6% | +50.2% | +1.6% |
| 1Y | +2.4% | -48.6% | +51.0% | +3.3% |
| All | +43.6% | -55.5% | +99.1% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling