+46.0%
XOM vs KVYO
-39.6%
+85.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.8% | +4.1% | -1.6% |
| 7D | +1.8% | -7.6% | +9.4% | +1.9% |
| 30D | +5.9% | -3.6% | +9.4% | +5.8% |
| 3M | +5.6% | +17.9% | -12.4% | +5.1% |
| 6M | +7.9% | -4.7% | +12.6% | +8.5% |
| YTD | +35.2% | -42.7% | +77.9% | +33.6% |
| 1Y | +46.0% | -40.3% | +86.2% | +43.1% |
| All | +46.0% | -39.6% | +85.6% | +43.1% |
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