+34.4%
URI vs KEY
+25.9%
+8.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.6% |
| 7D | +6.7% | +2.9% | +3.8% | +5.1% |
| 30D | +8.9% | +8.4% | +0.4% | +4.7% |
| 3M | +0.5% | -5.8% | +6.3% | +3.4% |
| 6M | +20.7% | +5.4% | +15.2% | +15.9% |
| YTD | +40.0% | +7.1% | +33.0% | +31.9% |
| 1Y | +34.4% | +26.8% | +7.6% | +9.2% |
| All | +34.4% | +25.9% | +8.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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