+12.2%
KWEB vs URI
+1,915.2%
-1,902.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | -7.8% | +6.7% | -14.6% | -9.6% |
| 30D | -6.4% | +8.9% | -15.3% | -9.0% |
| 3M | -14.6% | +0.5% | -15.1% | -15.4% |
| 6M | -25.0% | +20.7% | -45.7% | -30.0% |
| YTD | -32.7% | +40.0% | -72.7% | -40.9% |
| 1Y | -37.3% | +34.4% | -71.7% | -44.3% |
| 3Y | -5.9% | +149.5% | -155.4% | -33.0% |
| 5Y | -47.1% | +205.6% | -252.7% | -65.5% |
| 10Y | -22.3% | +1,183.1% | -1,205.4% | -70.0% |
| All | +12.2% | +1,915.2% | -1,902.9% | -66.5% |
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