+66.3%
UBER vs KEY
+77.0%
-10.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | +0.5% | +1.8% | -1.3% | -0.2% |
| 30D | -3.1% | +7.1% | -10.2% | -5.9% |
| 3M | -8.3% | -5.9% | -2.4% | -6.0% |
| 6M | -9.5% | +2.2% | -11.7% | -10.9% |
| YTD | -15.4% | +6.4% | -21.8% | -18.4% |
| 1Y | -26.1% | +24.8% | -50.9% | -33.7% |
| 3Y | +34.0% | +125.2% | -91.2% | -11.2% |
| 5Y | +53.2% | +13.0% | +40.2% | +34.8% |
| All | +66.3% | +77.0% | -10.8% | -7.1% |
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