+37.3%
URI vs KRMN
+17.6%
+19.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.3% |
| 7D | -2.1% | -11.8% | +9.7% | -0.6% |
| 30D | -12.4% | -43.0% | +30.6% | -5.9% |
| 3M | -7.3% | -28.8% | +21.6% | -3.7% |
| 6M | +27.2% | -66.3% | +93.5% | +46.0% |
| YTD | +23.0% | -51.8% | +74.7% | +29.3% |
| 1Y | +3.9% | -44.7% | +48.6% | +4.6% |
| All | +37.3% | +17.6% | +19.7% | +5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling