-50.1%
KVYO vs UUUU
+61.1%
-111.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.7% |
| 7D | -12.1% | -10.5% | -1.6% | -11.5% |
| 30D | -5.2% | -10.5% | +5.3% | -4.7% |
| 3M | +14.5% | -14.1% | +28.6% | +15.2% |
| 6M | -17.6% | -35.5% | +17.9% | -16.4% |
| YTD | -49.6% | -10.9% | -38.7% | -51.3% |
| 1Y | -48.6% | +3.4% | -51.9% | -53.0% |
| All | -50.1% | +61.1% | -111.1% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling