+3.9%
URI vs KRMN
-43.1%
+47.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.2% |
| 7D | -2.1% | -11.8% | +9.7% | -1.1% |
| 30D | -12.4% | -43.0% | +30.6% | -8.0% |
| 3M | -7.3% | -28.8% | +21.6% | -4.8% |
| 6M | +27.2% | -66.3% | +93.5% | +39.5% |
| YTD | +23.0% | -51.8% | +74.7% | +25.0% |
| 1Y | +3.9% | -44.7% | +48.6% | -4.9% |
| All | +3.9% | -43.1% | +47.0% | -4.9% |
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