+59.8%
URI vs KRMN
+49.0%
+10.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +3.9% |
| 7D | +2.4% | +30.8% | -28.4% | -1.6% |
| 30D | +8.9% | +40.2% | -31.3% | +3.5% |
| 3M | +0.8% | -27.8% | +28.7% | +4.2% |
| 6M | +23.1% | -24.0% | +47.2% | +25.0% |
| YTD | +43.1% | -38.9% | +82.0% | +44.8% |
| 1Y | +35.7% | -35.6% | +71.3% | +35.1% |
| All | +59.8% | +49.0% | +10.8% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling