+54.8%
UBER vs KHC
-9.9%
+64.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.5% |
| 7D | -2.8% | -2.2% | -0.6% | -2.8% |
| 30D | -2.5% | -0.1% | -2.4% | -2.5% |
| 3M | +4.4% | +8.3% | -4.0% | +5.0% |
| 6M | -2.7% | +5.0% | -7.6% | -2.2% |
| YTD | -10.5% | +8.0% | -18.5% | -9.8% |
| 1Y | -22.5% | -1.1% | -21.4% | -22.1% |
| 3Y | +54.8% | -10.7% | +65.5% | +46.1% |
| All | +54.8% | -9.9% | +64.7% | +46.1% |
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