+82.2%
UBER vs KDP
+38.9%
+43.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -3.9% | +1.3% | -5.2% | -4.4% |
| 30D | +11.1% | +6.0% | +5.1% | +8.1% |
| 3M | +4.9% | +9.2% | -4.3% | +0.7% |
| 6M | -1.2% | +14.7% | -15.9% | -7.6% |
| YTD | -7.3% | +19.2% | -26.5% | -15.3% |
| 1Y | -17.6% | +15.2% | -32.8% | -24.1% |
| 3Y | +61.1% | +6.0% | +55.1% | +49.0% |
| 5Y | +87.9% | +5.4% | +82.5% | +68.5% |
| All | +82.2% | +38.9% | +43.4% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling