+13.2%
XRT vs KVYO
-20.3%
+33.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.3% | -2.7% |
| 7D | +2.3% | +1.9% | +0.5% | +2.2% |
| 30D | +9.8% | +25.4% | -15.6% | +8.6% |
| 3M | -0.2% | +7.8% | -8.0% | -0.8% |
| 6M | +8.4% | -10.8% | +19.2% | +7.7% |
| YTD | +7.5% | -35.9% | +43.4% | +6.2% |
| 1Y | +13.2% | -22.6% | +35.7% | +10.0% |
| All | +13.2% | -20.3% | +33.5% | +10.0% |
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