+61.9%
UBER vs KGC
+249.9%
-188.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.8% | +4.2% | -0.7% |
| 7D | +5.2% | +8.0% | -2.8% | +4.0% |
| 30D | -2.0% | -9.3% | +7.3% | -0.8% |
| 3M | -10.2% | -21.3% | +11.1% | -7.5% |
| 6M | -7.2% | -31.5% | +24.3% | -2.9% |
| YTD | -14.3% | -23.2% | +9.0% | -13.1% |
| 1Y | -25.6% | -15.0% | -10.5% | -25.9% |
| 3Y | +35.8% | +328.7% | -292.9% | -4.0% |
| All | +61.9% | +249.9% | -188.0% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling