+7,682.4%
URI vs KEY
+66.8%
+7,615.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -5.1% |
| 7D | -4.3% | +1.7% | -6.0% | -5.1% |
| 30D | +4.6% | +6.8% | -2.2% | +1.4% |
| 3M | -2.1% | -5.8% | +3.7% | +0.4% |
| 6M | +21.9% | +1.4% | +20.5% | +20.6% |
| YTD | +39.7% | +7.5% | +32.2% | +34.3% |
| 1Y | +32.9% | +29.6% | +3.2% | +16.9% |
| 3Y | +155.8% | +118.8% | +37.0% | +74.8% |
| 5Y | +202.4% | +16.8% | +185.6% | +162.3% |
| 10Y | +1,517.7% | +133.0% | +1,384.7% | +924.0% |
| All | +7,682.4% | +66.8% | +7,615.6% | +3,983.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling