+52.0%
KR vs UUUU
+79.1%
-27.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.0% | +7.7% | +2.7% |
| 7D | -0.2% | -10.5% | +10.3% | -0.2% |
| 30D | +5.1% | -10.5% | +15.6% | +5.0% |
| 3M | -8.2% | -14.1% | +6.0% | -8.1% |
| 6M | -18.0% | -35.5% | +17.5% | -17.8% |
| YTD | -4.8% | -10.9% | +6.2% | -5.5% |
| 1Y | -11.0% | +3.4% | -14.4% | -12.2% |
| 3Y | +37.7% | +73.1% | -35.5% | +32.4% |
| All | +52.0% | +79.1% | -27.1% | +43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling