+54.8%
UBER vs KGC
+556.1%
-501.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.1% | -3.3% |
| 7D | -2.8% | +2.4% | -5.3% | -3.0% |
| 30D | -2.5% | +9.2% | -11.7% | -3.3% |
| 3M | +4.4% | +16.7% | -12.4% | +2.9% |
| 6M | -2.7% | -7.0% | +4.3% | -2.7% |
| YTD | -10.5% | +7.5% | -18.0% | -12.1% |
| 1Y | -22.5% | +34.4% | -56.9% | -25.6% |
| 3Y | +54.8% | +552.0% | -497.2% | +32.4% |
| All | +54.8% | +556.1% | -501.3% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 3y: compounded portfolio wealth divided by compounded KGC 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…
3y analysis · Full analysis span regression · 6 months rolling