+24.0%
UNH vs KVYO
-20.3%
+44.3%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.8% | -3.3% |
| 7D | -3.7% | +1.9% | -5.6% | -3.7% |
| 30D | +5.2% | +25.4% | -20.2% | +4.7% |
| 3M | -3.5% | +7.8% | -11.4% | -3.8% |
| 6M | +10.0% | -10.8% | +20.8% | +9.9% |
| YTD | +22.2% | -35.9% | +58.2% | +20.6% |
| 1Y | +24.0% | -22.6% | +46.5% | +21.6% |
| All | +24.0% | -20.3% | +44.3% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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