+75.9%
UBER vs KEY
+80.9%
-4.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -2.7% |
| 7D | -2.8% | +2.7% | -5.5% | -3.9% |
| 30D | -2.5% | -3.2% | +0.7% | -1.2% |
| 3M | +4.4% | +1.0% | +3.4% | +3.6% |
| 6M | -2.7% | +11.9% | -14.5% | -7.8% |
| YTD | -10.5% | +8.7% | -19.2% | -14.4% |
| 1Y | -22.5% | +18.5% | -41.0% | -29.0% |
| 3Y | +54.8% | +124.0% | -69.1% | +2.4% |
| 5Y | +82.5% | +40.8% | +41.7% | +42.8% |
| All | +75.9% | +80.9% | -4.9% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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