+76.2%
UBER vs KIM
+37.3%
+38.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.4% |
| 7D | -7.0% | -1.0% | -6.1% | -6.6% |
| 30D | -8.9% | -1.1% | -7.8% | -8.4% |
| 3M | +1.0% | -5.3% | +6.3% | +3.7% |
| 6M | -3.7% | +3.9% | -7.7% | -6.3% |
| YTD | -13.0% | +20.3% | -33.3% | -22.2% |
| 1Y | -25.5% | +10.4% | -36.0% | -30.3% |
| 3Y | +50.5% | +46.3% | +4.2% | +13.6% |
| 5Y | +76.2% | +37.6% | +38.6% | +44.1% |
| All | +76.2% | +37.3% | +38.8% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 5y: compounded portfolio wealth divided by compounded KIM 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…
5y analysis · Full analysis span regression · 6 months rolling