+82.2%
UBER vs KEY
+84.1%
-1.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | -3.9% | +2.2% | -6.1% | -4.8% |
| 30D | +11.1% | -3.0% | +14.1% | +12.4% |
| 3M | +4.9% | +3.3% | +1.6% | +3.1% |
| 6M | -1.2% | +9.2% | -10.4% | -5.4% |
| YTD | -7.3% | +10.6% | -17.9% | -12.0% |
| 1Y | -17.6% | +20.4% | -38.0% | -25.0% |
| 3Y | +61.1% | +121.8% | -60.8% | +7.0% |
| 5Y | +87.9% | +41.1% | +46.8% | +47.1% |
| All | +82.2% | +84.1% | -1.9% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling