+74.5%
UBER vs KEYS
+279.5%
-205.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.8% |
| 7D | -4.5% | +0.9% | -5.4% | -4.9% |
| 30D | -7.6% | -5.3% | -2.4% | -6.0% |
| 3M | +5.8% | +0.5% | +5.2% | +2.9% |
| 6M | +0.3% | +14.0% | -13.8% | -9.1% |
| YTD | -11.2% | +60.3% | -71.5% | -33.8% |
| 1Y | -23.0% | +91.3% | -114.3% | -48.1% |
| 3Y | +53.6% | +146.1% | -92.5% | -12.4% |
| 5Y | +81.9% | +80.8% | +1.1% | +19.1% |
| All | +74.5% | +279.5% | -205.0% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling