+1,638.3%
KLAC vs UBER
+70.6%
+1,567.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.4% |
| 7D | -2.7% | -5.4% | +2.7% | -0.9% |
| 30D | -13.2% | -4.9% | -8.3% | -12.0% |
| 3M | -25.0% | +3.0% | -28.1% | -27.1% |
| 6M | +23.6% | -4.4% | +28.0% | +22.9% |
| YTD | +49.2% | -12.3% | +61.5% | +52.5% |
| 1Y | +89.3% | -24.3% | +113.6% | +103.3% |
| 3Y | +274.4% | +46.4% | +227.9% | +215.7% |
| 5Y | +440.9% | +79.7% | +361.3% | +300.8% |
| All | +1,638.3% | +70.6% | +1,567.7% | +1,164.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling