+45.9%
KDP vs URI
+32.9%
+13.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.0% | -0.1% |
| 7D | +0.3% | -4.0% | +4.3% | +0.8% |
| 30D | +16.3% | +6.8% | +9.5% | +14.9% |
| 3M | +24.0% | -2.8% | +26.8% | +24.0% |
| 6M | +30.0% | +20.9% | +9.1% | +24.6% |
| YTD | +36.1% | +40.2% | -4.2% | +25.2% |
| All | +45.9% | +32.9% | +13.0% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling