+102.9%
KO vs URI
+203.0%
-100.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.1% | +1.9% |
| 7D | +3.7% | +6.7% | -3.0% | +3.4% |
| 30D | +8.1% | +8.9% | -0.7% | +7.6% |
| 3M | +14.2% | +0.5% | +13.7% | +14.1% |
| 6M | +25.2% | +20.7% | +4.5% | +23.4% |
| YTD | +44.7% | +40.0% | +4.7% | +40.7% |
| 1Y | +43.4% | +34.4% | +9.0% | +39.7% |
| 3Y | +90.1% | +149.5% | -59.4% | +70.6% |
| All | +102.9% | +203.0% | -100.1% | +77.1% |
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 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