+20.7%
XYZ vs KVYO
-18.3%
+39.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.1% | +15.2% | +15.3% |
| 7D | +16.5% | +3.9% | +12.6% | +15.6% |
| 30D | +15.0% | +27.9% | -12.9% | +9.3% |
| 3M | +3.5% | +11.8% | -8.3% | +0.2% |
| 6M | +21.9% | -4.9% | +26.8% | +18.3% |
| YTD | +34.6% | -34.2% | +68.8% | +28.2% |
| 1Y | +20.7% | -17.8% | +38.6% | +19.0% |
| All | +20.7% | -18.3% | +39.0% | +19.0% |
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