-25.6%
UBER vs KDP
+49.2%
-74.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.8% |
| 7D | +5.2% | +8.2% | -3.0% | +4.0% |
| 30D | -2.0% | +18.4% | -20.4% | -3.9% |
| 3M | -10.2% | +29.2% | -39.5% | -12.4% |
| 6M | -7.2% | +32.3% | -39.4% | -7.3% |
| YTD | -14.3% | +38.5% | -52.7% | -14.5% |
| 1Y | -25.6% | +48.5% | -74.1% | -26.4% |
| All | -25.6% | +49.2% | -74.7% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling