+881.5%
KR vs URI
+7,134.6%
-6,253.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +1.5% | -2.0% | +3.5% | +1.7% |
| 30D | +4.1% | -12.9% | +17.0% | +5.4% |
| 3M | -5.2% | -6.7% | +1.5% | -4.9% |
| 6M | -12.8% | +19.0% | -31.8% | -14.8% |
| YTD | -4.6% | +25.5% | -30.1% | -7.5% |
| 1Y | -11.7% | +5.5% | -17.2% | -13.0% |
| 3Y | +36.3% | +111.3% | -75.1% | +23.4% |
| 5Y | +40.0% | +198.6% | -158.6% | +20.8% |
| 10Y | +122.2% | +1,179.9% | -1,057.7% | +57.1% |
| All | +881.5% | +7,134.6% | -6,253.1% | +331.9% |
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