+71.0%
UBER vs KMB
+3.0%
+68.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -2.5% |
| 7D | -7.0% | -8.6% | +1.6% | -6.5% |
| 30D | -8.9% | -7.5% | -1.4% | -8.4% |
| 3M | +1.0% | -0.6% | +1.6% | +1.2% |
| 6M | -3.7% | -1.5% | -2.2% | -3.5% |
| YTD | -13.0% | +1.6% | -14.6% | -13.0% |
| 1Y | -25.5% | -20.8% | -4.8% | -24.5% |
| 3Y | +50.5% | -12.4% | +62.9% | +51.1% |
| 5Y | +76.2% | -12.9% | +89.1% | +76.3% |
| All | +71.0% | +3.0% | +68.0% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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