+27.5%
KWEB vs URI
+1,706.5%
-1,679.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.6% |
| 7D | -1.0% | -2.0% | +1.0% | -0.5% |
| 30D | -8.7% | -12.9% | +4.2% | -5.3% |
| 3M | -4.0% | -6.7% | +2.8% | -2.8% |
| 6M | -13.1% | +19.0% | -32.1% | -19.1% |
| YTD | -23.5% | +25.5% | -49.0% | -30.3% |
| 1Y | -27.2% | +5.5% | -32.7% | -30.4% |
| 3Y | -2.1% | +111.3% | -113.4% | -26.6% |
| 5Y | -40.8% | +198.6% | -239.3% | -61.0% |
| 10Y | -17.5% | +1,179.9% | -1,197.4% | -68.1% |
| All | +27.5% | +1,706.5% | -1,679.0% | -60.5% |
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