+10.1%
UNH vs KVYO
-47.3%
+57.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.4% |
| 7D | -4.5% | -12.1% | +7.5% | -4.4% |
| 30D | -6.5% | -5.2% | -1.4% | -6.5% |
| 3M | -6.0% | +14.5% | -20.5% | -6.2% |
| 6M | +33.7% | -17.6% | +51.3% | +33.1% |
| YTD | +16.4% | -49.6% | +66.0% | +17.1% |
| 1Y | +10.1% | -48.6% | +58.6% | +10.1% |
| All | +10.1% | -47.3% | +57.4% | +10.1% |
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