+76.2%
UBER vs KGC
+454.1%
-378.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.8% |
| 7D | -7.0% | -0.1% | -6.9% | -7.0% |
| 30D | -8.9% | +10.5% | -19.4% | -10.3% |
| 3M | +1.0% | +19.8% | -18.8% | -1.9% |
| 6M | -3.7% | -6.7% | +2.9% | -3.6% |
| YTD | -13.0% | +7.8% | -20.8% | -15.6% |
| 1Y | -25.5% | +35.7% | -61.2% | -30.8% |
| 3Y | +50.5% | +553.7% | -503.2% | +0.9% |
| 5Y | +76.2% | +461.7% | -385.5% | +20.5% |
| All | +76.2% | +454.1% | -378.0% | +20.5% |
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