+876.5%
URI vs KEEL
+312.2%
+564.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.5% | -7.0% | 0.0% |
| 7D | +2.5% | +21.5% | -19.0% | +1.2% |
| 30D | -12.5% | -3.9% | -8.7% | -12.6% |
| 3M | -6.2% | -34.1% | +27.9% | -4.5% |
| 6M | +25.9% | +82.8% | -57.0% | +19.4% |
| YTD | +26.2% | +58.7% | -32.5% | +20.2% |
| 1Y | +5.5% | +191.4% | -185.9% | -4.8% |
| 3Y | +125.0% | +205.7% | -80.8% | +95.8% |
| 5Y | +210.4% | -37.0% | +247.4% | +172.2% |
| All | +876.5% | +312.2% | +564.4% | +731.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling