+2,249.0%
KLAC vs URI
+1,313.6%
+935.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +6.9% | +2.4% | +5.8% |
| 7D | -1.1% | -4.0% | +2.9% | +1.4% |
| 30D | -22.6% | +6.8% | -29.4% | -24.8% |
| 3M | -23.5% | -2.8% | -20.7% | -22.3% |
| 6M | -18.8% | +20.9% | -39.7% | -25.4% |
| YTD | +25.0% | +40.2% | -15.2% | +3.4% |
| 1Y | +27.5% | +34.1% | -6.6% | +7.9% |
| 3Y | +206.1% | +164.1% | +42.0% | +80.0% |
| 5Y | +281.0% | +199.3% | +81.7% | +103.1% |
| 10Y | +2,249.0% | +1,218.8% | +1,030.2% | +643.1% |
| All | +2,249.0% | +1,313.6% | +935.3% | +643.1% |
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