+113.7%
KLAC vs UBER
-18.6%
+132.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.3% |
| 7D | +5.7% | -3.9% | +9.6% | +6.0% |
| 30D | -3.6% | +11.1% | -14.7% | -5.0% |
| 3M | -12.8% | +4.9% | -17.7% | -14.0% |
| 6M | +26.1% | -1.2% | +27.2% | +26.4% |
| YTD | +53.3% | -7.3% | +60.6% | +57.9% |
| 1Y | +113.7% | -17.6% | +131.3% | +137.0% |
| All | +113.7% | -18.6% | +132.3% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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