+14.4%
KRMN vs URA
+62.9%
-48.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.0% | +1.6% | 0.0% |
| 7D | -15.1% | -1.5% | -13.6% | -14.3% |
| 30D | -44.5% | -0.4% | -44.1% | -44.6% |
| 3M | -25.0% | +6.3% | -31.3% | -28.2% |
| 6M | -66.5% | -14.0% | -52.6% | -64.2% |
| YTD | -53.0% | +5.3% | -58.3% | -54.1% |
| 1Y | -44.7% | +11.7% | -56.4% | -48.1% |
| All | +14.4% | +62.9% | -48.4% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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