+78.9%
UBER vs BKR
+172.8%
-94.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | -5.4% | -7.0% | +1.6% | -4.1% |
| 30D | -4.9% | -8.1% | +3.2% | -3.4% |
| 3M | +3.0% | -6.6% | +9.7% | +4.2% |
| 6M | -4.4% | +0.9% | -5.3% | -5.6% |
| YTD | -12.3% | +31.1% | -43.4% | -19.1% |
| 1Y | -24.3% | +27.7% | -52.0% | -29.9% |
| 3Y | +46.4% | +71.2% | -24.8% | +24.4% |
| All | +78.9% | +172.8% | -94.0% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling