+2.1%
XLY vs KVYO
-33.3%
+35.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | +3.2% | -4.2% | +7.4% | +3.4% |
| 30D | +7.3% | +18.0% | -10.7% | +6.5% |
| 3M | +1.4% | +14.3% | -12.9% | +0.7% |
| 6M | +1.1% | +34.3% | -33.2% | -0.3% |
| YTD | +2.0% | -37.1% | +39.1% | +4.3% |
| 1Y | +2.1% | -30.6% | +32.7% | +2.7% |
| All | +2.1% | -33.3% | +35.5% | +2.7% |
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