-50.1%
KVYO vs UEC
+106.9%
-157.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.6% | +1.9% |
| 7D | -12.1% | -9.4% | -2.6% | -11.3% |
| 30D | -5.2% | -8.0% | +2.9% | -4.7% |
| 3M | +14.5% | -1.7% | +16.2% | +14.0% |
| 6M | -17.6% | -26.1% | +8.5% | -16.8% |
| YTD | -49.6% | -10.5% | -39.1% | -51.1% |
| 1Y | -48.6% | -13.3% | -35.3% | -51.1% |
| All | -50.1% | +106.9% | -157.0% | -65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling