-25.5%
UBER vs KDP
+20.0%
-45.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.7% |
| 7D | -7.0% | -1.6% | -5.5% | -7.0% |
| 30D | -8.9% | +9.5% | -18.4% | -9.0% |
| 3M | +1.0% | +2.6% | -1.6% | +1.3% |
| 6M | -3.7% | +15.6% | -19.4% | -2.1% |
| YTD | -13.0% | +17.3% | -30.3% | -11.5% |
| 1Y | -25.5% | +20.1% | -45.6% | -24.5% |
| All | -25.5% | +20.0% | -45.5% | -24.5% |
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