+501.6%
KR vs UUUU
-92.5%
+594.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.3% | +7.2% | +1.0% |
| 7D | -2.7% | -5.0% | +2.4% | -2.6% |
| 30D | +1.9% | -7.8% | +9.7% | +2.0% |
| 3M | -11.0% | -0.4% | -10.6% | -11.2% |
| 6M | -20.2% | -32.9% | +12.7% | -19.9% |
| YTD | -7.3% | -6.3% | -1.0% | -7.8% |
| 1Y | -13.1% | +7.9% | -21.0% | -14.1% |
| 3Y | +29.7% | +85.2% | -55.5% | +25.6% |
| 5Y | +48.8% | +97.0% | -48.2% | +42.3% |
| 10Y | +122.8% | +492.6% | -369.8% | +102.5% |
| All | +501.6% | -92.5% | +594.1% | +445.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling