+82.2%
UBER vs KMB
+9.5%
+72.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -3.9% | -3.0% | -0.8% | -3.7% |
| 30D | +11.1% | -5.5% | +16.6% | +11.5% |
| 3M | +4.9% | +14.0% | -9.1% | +4.3% |
| 6M | -1.2% | +4.1% | -5.2% | -1.4% |
| YTD | -7.3% | +8.0% | -15.3% | -7.6% |
| 1Y | -17.6% | -13.7% | -3.9% | -17.0% |
| 3Y | +61.1% | -5.9% | +67.0% | +61.0% |
| 5Y | +87.9% | -8.6% | +96.5% | +87.5% |
| All | +82.2% | +9.5% | +72.7% | +80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling