+256.4%
KDP vs URI
+1,189.1%
-932.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.8% | +2.0% |
| 7D | +8.2% | -6.0% | +14.2% | +9.0% |
| 30D | +18.4% | +4.6% | +13.8% | +17.4% |
| 3M | +29.2% | -2.7% | +31.9% | +29.3% |
| 6M | +32.3% | +18.4% | +13.9% | +28.5% |
| YTD | +38.5% | +37.4% | +1.1% | +31.1% |
| 1Y | +48.5% | +30.4% | +18.1% | +41.5% |
| 3Y | +32.5% | +147.9% | -115.4% | +12.5% |
| 5Y | +19.7% | +202.1% | -182.4% | -3.6% |
| 10Y | +256.4% | +1,182.4% | -926.1% | +132.8% |
| All | +256.4% | +1,189.1% | -932.7% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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