-24.3%
UBER vs BKR
+28.9%
-53.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.2% |
| 7D | -5.4% | -7.0% | +1.6% | -5.5% |
| 30D | -4.9% | -8.1% | +3.2% | -5.0% |
| 3M | +3.0% | -6.6% | +9.7% | +3.2% |
| 6M | -4.4% | +0.9% | -5.3% | -5.1% |
| YTD | -12.3% | +31.1% | -43.4% | -18.5% |
| 1Y | -24.3% | +27.7% | -52.0% | -29.2% |
| All | -24.3% | +28.9% | -53.2% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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