+5.5%
URI vs KVYO
-39.6%
+45.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.8% | +7.4% | +1.3% |
| 7D | -2.0% | -7.6% | +5.7% | -2.3% |
| 30D | -12.9% | -3.6% | -9.4% | -12.9% |
| 3M | -6.7% | +17.9% | -24.7% | -5.8% |
| 6M | +19.0% | -4.7% | +23.7% | +18.5% |
| YTD | +25.5% | -42.7% | +68.2% | +30.7% |
| 1Y | +5.5% | -40.3% | +45.8% | +7.3% |
| All | +5.5% | -39.6% | +45.2% | +7.3% |
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