-11.7%
KR vs UUUU
+27.9%
-39.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.2% |
| 7D | +1.5% | -1.4% | +2.9% | +1.4% |
| 30D | +4.1% | +16.3% | -12.2% | +5.0% |
| 3M | -5.2% | -16.7% | +11.5% | -5.5% |
| 6M | -12.8% | -33.7% | +20.9% | -13.1% |
| YTD | -4.6% | -0.5% | -4.1% | -4.8% |
| 1Y | -11.7% | +28.9% | -40.5% | -6.7% |
| All | -11.7% | +27.9% | -39.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling