+78.9%
UBER vs KEEL
-34.6%
+113.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -1.8% |
| 7D | -5.4% | +2.9% | -8.3% | -5.9% |
| 30D | -4.9% | +0.8% | -5.7% | -5.7% |
| 3M | +3.0% | -35.3% | +38.4% | +6.8% |
| 6M | -4.4% | +59.4% | -63.8% | -15.4% |
| YTD | -12.3% | +51.9% | -64.2% | -23.2% |
| 1Y | -24.3% | +75.0% | -99.3% | -38.2% |
| 3Y | +46.4% | +224.5% | -178.1% | -10.1% |
| All | +78.9% | -34.6% | +113.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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