+43.2%
KO vs URI
+33.3%
+9.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.4% | +5.4% | +1.1% |
| 7D | +4.4% | -4.3% | +8.8% | +4.4% |
| 30D | +10.7% | +4.6% | +6.1% | +10.7% |
| 3M | +11.3% | -2.1% | +13.5% | +11.3% |
| 6M | +24.0% | +21.9% | +2.1% | +22.7% |
| YTD | +39.7% | +39.7% | 0.0% | +36.6% |
| 1Y | +43.2% | +32.9% | +10.4% | +42.1% |
| All | +43.2% | +33.3% | +9.9% | +42.1% |
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 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