+2,247.0%
KLAC vs URI
+1,173.3%
+1,073.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.5% |
| 7D | +10.0% | +6.7% | +3.3% | +6.6% |
| 30D | -14.8% | +8.9% | -23.7% | -18.0% |
| 3M | -27.2% | +0.5% | -27.7% | -27.3% |
| 6M | -17.5% | +20.7% | -38.1% | -24.1% |
| YTD | +25.8% | +40.0% | -14.2% | +4.1% |
| 1Y | +31.8% | +34.4% | -2.6% | +11.4% |
| 3Y | +195.3% | +149.5% | +45.8% | +78.5% |
| 5Y | +285.9% | +205.6% | +80.4% | +103.7% |
| All | +2,247.0% | +1,173.3% | +1,073.6% | +625.4% |
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