+32.9%
URI vs KEYS
+55.9%
-23.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.9% | -2.8% |
| 7D | -4.3% | -14.8% | +10.5% | -0.5% |
| 30D | +4.6% | -25.6% | +30.2% | +12.5% |
| 3M | -2.1% | -16.2% | +14.1% | +1.9% |
| 6M | +21.9% | -18.6% | +40.6% | +27.3% |
| YTD | +39.7% | +40.7% | -1.0% | +27.7% |
| 1Y | +32.9% | +59.6% | -26.8% | +18.1% |
| All | +32.9% | +55.9% | -23.1% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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