+1,049.1%
KR vs URI
+7,815.7%
-6,766.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +2.9% | +1.1% |
| 7D | +2.7% | -6.0% | +8.7% | +3.2% |
| 30D | +11.3% | +4.6% | +6.7% | +10.7% |
| 3M | +22.3% | -2.7% | +25.0% | +22.3% |
| 6M | +5.8% | +18.4% | -12.6% | +3.6% |
| YTD | +11.7% | +37.4% | -25.7% | +7.3% |
| 1Y | +8.9% | +30.4% | -21.5% | +5.0% |
| 3Y | +67.1% | +147.9% | -80.8% | +48.9% |
| 5Y | +80.0% | +202.1% | -122.0% | +55.2% |
| 10Y | +156.3% | +1,182.4% | -1,026.2% | +81.5% |
| All | +1,049.1% | +7,815.7% | -6,766.6% | +400.7% |
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 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