-17.8%
KVYO vs UEC
-46.3%
+28.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | -0.1% |
| 7D | +3.9% | -13.8% | +17.7% | +3.3% |
| 30D | +27.9% | -23.1% | +51.0% | +26.5% |
| 3M | +11.8% | -31.5% | +43.4% | +10.2% |
| 6M | -4.9% | -51.5% | +46.5% | -6.6% |
| YTD | -34.2% | -38.4% | +4.2% | -33.0% |
| 1Y | -17.8% | -44.7% | +26.8% | -15.5% |
| All | -17.8% | -46.3% | +28.5% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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