+1,718.6%
KLAC vs UBER
+74.1%
+1,644.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +3.0% |
| 7D | +10.6% | -2.8% | +13.4% | +11.6% |
| 30D | -4.5% | -2.5% | -2.0% | -4.1% |
| 3M | -10.3% | +4.4% | -14.6% | -13.0% |
| 6M | +40.9% | -2.7% | +43.6% | +39.1% |
| YTD | +56.1% | -10.5% | +66.6% | +58.5% |
| 1Y | +109.0% | -22.5% | +131.5% | +122.8% |
| 3Y | +288.8% | +54.8% | +234.0% | +222.0% |
| 5Y | +489.1% | +82.5% | +406.6% | +334.3% |
| All | +1,718.6% | +74.1% | +1,644.5% | +1,214.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling