+71.2%
UBER vs KEY
+77.7%
-6.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.7% | +1.1% | +2.6% |
| 7D | +6.7% | -0.4% | +7.1% | +6.9% |
| 30D | -0.5% | +7.2% | -7.7% | -3.5% |
| 3M | -5.1% | -4.9% | -0.2% | -3.3% |
| 6M | -5.7% | +1.1% | -6.7% | -6.7% |
| YTD | -12.9% | +6.8% | -19.7% | -16.1% |
| 1Y | -22.6% | +23.3% | -45.9% | -30.2% |
| 3Y | +42.2% | +126.1% | -83.9% | -5.9% |
| 5Y | +56.4% | +15.2% | +41.2% | +36.1% |
| All | +71.2% | +77.7% | -6.5% | -4.5% |
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