-1.5%
XLY vs KVYO
-39.6%
+38.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.8% | +4.5% | -1.1% |
| 7D | -2.0% | -7.6% | +5.7% | -1.7% |
| 30D | -3.1% | -3.6% | +0.4% | -3.1% |
| 3M | -1.8% | +17.9% | -19.7% | -2.7% |
| 6M | -0.9% | -4.7% | +3.8% | -2.1% |
| YTD | -3.4% | -42.7% | +39.3% | -0.7% |
| 1Y | -1.5% | -40.3% | +38.7% | -0.5% |
| All | -1.5% | -39.6% | +38.1% | -0.5% |
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