-28.1%
KVYO vs ULTA
+25.8%
-53.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +2.8% | +0.7% | +2.2% | +2.7% |
| 30D | +19.0% | +18.2% | +0.8% | +15.5% |
| 3M | +23.8% | +19.7% | +4.1% | +19.4% |
| 6M | +31.0% | +20.5% | +10.5% | +25.0% |
| YTD | -36.2% | +6.6% | -42.8% | -38.1% |
| 1Y | -28.1% | +26.5% | -54.6% | -30.6% |
| All | -28.1% | +25.8% | -53.9% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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