-24.6%
KVUE vs UPST
+112.4%
-137.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.6% | -3.4% |
| 7D | -7.2% | -8.1% | +0.9% | -7.0% |
| 30D | -5.7% | -14.3% | +8.6% | -5.4% |
| 3M | +0.2% | -16.6% | +16.8% | +0.5% |
| 6M | 0.0% | -7.3% | +7.3% | 0.0% |
| YTD | +6.5% | -40.8% | +47.3% | +7.3% |
| 1Y | -1.4% | -62.4% | +61.0% | +0.2% |
| 3Y | -5.6% | -15.3% | +9.7% | -7.4% |
| All | -24.6% | +112.4% | -137.0% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 5y: compounded portfolio wealth divided by compounded UPST 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…
5y analysis · Full analysis span regression · 6 months rolling