-17.6%
KVYO vs UEC
-27.1%
+9.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.6% | +1.0% |
| 7D | -12.1% | -9.4% | -2.6% | -12.7% |
| 30D | -5.2% | -8.0% | +2.9% | -5.6% |
| 3M | +14.5% | -1.7% | +16.2% | +15.3% |
| 6M | -17.6% | -26.1% | +8.5% | -18.4% |
| All | -17.6% | -27.1% | +9.5% | -18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling