+3,041.8%
KLAC vs URI
+1,157.2%
+1,884.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | +10.6% | +2.5% | +8.1% | +9.3% |
| 30D | -4.5% | -12.5% | +8.0% | +1.9% |
| 3M | -10.3% | -6.2% | -4.1% | -6.9% |
| 6M | +40.9% | +25.9% | +15.0% | +25.1% |
| YTD | +56.1% | +26.2% | +29.9% | +36.5% |
| 1Y | +109.0% | +5.5% | +103.5% | +98.8% |
| 3Y | +288.8% | +125.0% | +163.9% | +150.5% |
| 5Y | +489.1% | +210.4% | +278.7% | +217.1% |
| 10Y | +3,041.8% | +1,157.2% | +1,884.6% | +904.1% |
| All | +3,041.8% | +1,157.2% | +1,884.6% | +904.1% |
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