+78.9%
UBER vs KEYS
+87.1%
-8.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.0% | -5.2% | -2.9% |
| 7D | -5.4% | +3.5% | -8.9% | -6.8% |
| 30D | -4.9% | -4.5% | -0.4% | -3.5% |
| 3M | +3.0% | -0.4% | +3.5% | +0.9% |
| 6M | -4.4% | +19.1% | -23.5% | -15.4% |
| YTD | -12.3% | +66.7% | -78.9% | -37.2% |
| 1Y | -24.3% | +96.5% | -120.8% | -51.2% |
| 3Y | +46.4% | +155.2% | -108.7% | -24.2% |
| All | +78.9% | +87.1% | -8.2% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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