-17.8%
KVYO vs UPST
-48.7%
+30.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.4% | -9.3% | -3.2% |
| 7D | +3.9% | -3.1% | +7.1% | +4.6% |
| 30D | +27.9% | -4.0% | +31.9% | +29.1% |
| 3M | +11.8% | -22.9% | +34.7% | +21.8% |
| 6M | -4.9% | -27.1% | +22.2% | +5.8% |
| YTD | -34.2% | -46.5% | +12.3% | -25.4% |
| 1Y | -17.8% | -49.4% | +31.6% | -6.1% |
| All | -17.8% | -48.7% | +30.8% | -6.1% |
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