+71.0%
UBER vs KHC
+10.3%
+60.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.7% |
| 7D | -7.0% | -4.8% | -2.2% | -6.5% |
| 30D | -8.9% | +0.3% | -9.2% | -8.9% |
| 3M | +1.0% | +6.7% | -5.7% | +0.4% |
| 6M | -3.7% | +4.2% | -7.9% | -4.1% |
| YTD | -13.0% | +6.7% | -19.7% | -13.7% |
| 1Y | -25.5% | -1.4% | -24.1% | -25.5% |
| 3Y | +50.5% | -11.8% | +62.2% | +50.6% |
| 5Y | +76.2% | -13.4% | +89.5% | +74.6% |
| All | +71.0% | +10.3% | +60.7% | +51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling