+1,069.4%
KR vs URI
+8,075.0%
-7,005.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.6% |
| 7D | +0.5% | +9.3% | -8.8% | -0.3% |
| 30D | +14.9% | +7.6% | +7.3% | +14.0% |
| 3M | +25.4% | +1.0% | +24.3% | +25.0% |
| 6M | +9.3% | +19.8% | -10.5% | +7.0% |
| YTD | +13.7% | +41.9% | -28.2% | +8.8% |
| 1Y | +9.2% | +33.4% | -24.2% | +5.1% |
| 3Y | +70.1% | +156.0% | -86.0% | +51.1% |
| 5Y | +82.5% | +209.5% | -127.1% | +56.9% |
| 10Y | +155.7% | +1,199.8% | -1,044.0% | +81.0% |
| All | +1,069.4% | +8,075.0% | -7,005.6% | +408.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling