-48.6%
KVYO vs URA
+7.9%
-56.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.3% | +4.7% | +1.1% |
| 7D | -12.1% | -5.5% | -6.6% | -12.6% |
| 30D | -5.2% | -3.7% | -1.5% | -5.4% |
| 3M | +14.5% | -2.9% | +17.4% | +14.9% |
| 6M | -17.6% | -15.2% | -2.4% | -17.9% |
| YTD | -49.6% | +1.9% | -51.5% | -49.3% |
| 1Y | -48.6% | +6.9% | -55.5% | -53.1% |
| All | -48.6% | +7.9% | -56.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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