+3.9%
URI vs KEEL
+83.0%
-79.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.3% | +3.4% | -3.2% |
| 7D | -0.5% | +2.7% | -3.2% | -0.7% |
| 30D | -13.4% | +4.6% | -17.9% | -14.0% |
| 3M | -6.2% | -34.5% | +28.3% | -3.7% |
| 6M | +28.0% | +59.3% | -31.3% | +20.7% |
| YTD | +23.0% | +46.4% | -23.4% | +15.8% |
| All | +3.9% | +83.0% | -79.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 1y: compounded portfolio wealth divided by compounded KEEL 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…
1y analysis · Full analysis span regression · 6 months rolling