+35.8%
UBER vs KHC
-12.8%
+48.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.6% |
| 7D | +5.2% | -1.1% | +6.3% | +5.2% |
| 30D | -2.0% | +8.8% | -10.9% | -2.0% |
| 3M | -10.2% | -1.2% | -9.0% | -10.2% |
| 6M | -7.2% | +4.6% | -11.8% | -6.5% |
| YTD | -14.3% | +5.1% | -19.4% | -13.4% |
| 1Y | -25.6% | +6.2% | -31.8% | -24.8% |
| 3Y | +35.8% | -12.9% | +48.7% | +20.1% |
| All | +35.8% | -12.8% | +48.7% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling