+32.9%
URI vs KRMN
-59.3%
+92.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -13.5% | +9.1% | -2.9% |
| 7D | -4.3% | -10.0% | +5.7% | -3.3% |
| 30D | +4.6% | +3.5% | +1.1% | +4.2% |
| 3M | -2.1% | -36.7% | +34.6% | +2.0% |
| 6M | +21.9% | -47.7% | +69.6% | +28.2% |
| YTD | +39.7% | -53.3% | +93.0% | +40.7% |
| 1Y | +32.9% | -59.7% | +92.5% | +35.9% |
| All | +32.9% | -59.3% | +92.2% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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