-26.2%
UBER vs KHC
+11.6%
-37.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.8% | +1.2% | +4.4% |
| 7D | +7.0% | +6.6% | +0.4% | +6.2% |
| 30D | +0.6% | +16.5% | -15.9% | -1.1% |
| 3M | -2.9% | -3.0% | 0.0% | -3.1% |
| 6M | -5.5% | +17.4% | -22.9% | -4.2% |
| YTD | -14.5% | +10.3% | -24.8% | -13.4% |
| 1Y | -26.2% | +12.5% | -38.7% | -25.4% |
| All | -26.2% | +11.6% | -37.8% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 1y: compounded portfolio wealth divided by compounded KHC 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…
1y analysis · Full analysis span regression · 6 months rolling