+82.2%
UBER vs KHC
+11.4%
+70.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -3.9% | -1.8% | -2.1% | -3.7% |
| 30D | +11.1% | -1.9% | +13.0% | +11.3% |
| 3M | +4.9% | +14.4% | -9.5% | +3.6% |
| 6M | -1.2% | +8.7% | -9.9% | -2.0% |
| YTD | -7.3% | +7.8% | -15.1% | -8.1% |
| 1Y | -17.6% | -1.5% | -16.1% | -17.6% |
| 3Y | +61.1% | -9.9% | +70.9% | +60.7% |
| 5Y | +87.9% | -10.7% | +98.6% | +85.2% |
| All | +82.2% | +11.4% | +70.9% | +61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling