+44.6%
XRT vs KVYO
-55.5%
+100.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.2% |
| 7D | -3.2% | -12.1% | +8.9% | -1.7% |
| 30D | -4.5% | -5.2% | +0.7% | -4.2% |
| 3M | -3.1% | +14.5% | -17.6% | -5.4% |
| 6M | +4.2% | -17.6% | +21.9% | +3.9% |
| YTD | -0.1% | -49.6% | +49.5% | +6.9% |
| 1Y | -3.0% | -48.6% | +45.5% | +2.7% |
| All | +44.6% | -55.5% | +100.1% | +48.8% |
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