+81.7%
KO vs URI
+215.5%
-133.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.0% |
| 7D | -0.8% | +5.0% | -5.8% | -1.0% |
| 30D | +0.8% | -9.4% | +10.2% | +1.3% |
| 3M | +8.3% | -5.8% | +14.1% | +8.5% |
| 6M | +14.0% | +25.8% | -11.8% | +11.8% |
| YTD | +26.9% | +27.9% | -1.0% | +24.1% |
| 1Y | +32.7% | +9.7% | +23.0% | +30.9% |
| 3Y | +63.9% | +128.0% | -64.0% | +48.0% |
| 5Y | +81.7% | +212.4% | -130.7% | +52.7% |
| All | +81.7% | +215.5% | -133.8% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling