+71.0%
UBER vs KDP
+36.7%
+34.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.2% |
| 7D | -7.0% | -1.6% | -5.5% | -6.4% |
| 30D | -8.9% | +9.5% | -18.4% | -12.5% |
| 3M | +1.0% | +2.6% | -1.6% | -0.3% |
| 6M | -3.7% | +15.6% | -19.4% | -10.4% |
| YTD | -13.0% | +17.3% | -30.3% | -20.0% |
| 1Y | -25.5% | +20.1% | -45.6% | -32.8% |
| 3Y | +50.5% | +4.9% | +45.6% | +39.6% |
| 5Y | +76.2% | +5.0% | +71.2% | +57.8% |
| All | +71.0% | +36.7% | +34.3% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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