-40.3%
KVYO vs UPST
-56.5%
+16.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -5.2% |
| 7D | -7.6% | -3.5% | -4.1% | -6.5% |
| 30D | -3.6% | -7.1% | +3.5% | -1.2% |
| 3M | +17.9% | -13.1% | +31.0% | +22.7% |
| 6M | -4.7% | -1.1% | -3.6% | -4.2% |
| YTD | -42.7% | -35.9% | -6.8% | -37.3% |
| 1Y | -40.3% | -57.4% | +17.2% | -25.5% |
| All | -40.3% | -56.5% | +16.3% | -25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling