+133.4%
KR vs URI
+1,233.9%
-1,100.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -0.2% | -2.1% | +1.9% | -0.1% |
| 30D | +5.1% | -12.4% | +17.5% | +5.8% |
| 3M | -8.2% | -7.3% | -0.9% | -7.9% |
| 6M | -18.0% | +27.2% | -45.2% | -19.6% |
| YTD | -4.8% | +23.0% | -27.7% | -6.6% |
| 1Y | -11.0% | +3.9% | -14.9% | -11.8% |
| 3Y | +37.7% | +121.6% | -84.0% | +26.7% |
| 5Y | +52.8% | +201.1% | -148.3% | +34.9% |
| All | +133.4% | +1,233.9% | -1,100.5% | +67.8% |
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