+71.2%
UBER vs KMB
+16.8%
+54.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.5% | +3.5% |
| 7D | +6.7% | +3.4% | +3.3% | +6.4% |
| 30D | -0.5% | +14.7% | -15.2% | -1.5% |
| 3M | -5.1% | +3.3% | -8.4% | -5.5% |
| 6M | -5.7% | +16.8% | -22.5% | -6.6% |
| YTD | -12.9% | +15.2% | -28.1% | -13.7% |
| 1Y | -22.6% | +13.3% | -35.9% | -23.3% |
| 3Y | +42.2% | +5.4% | +36.8% | +40.8% |
| 5Y | +56.4% | +2.7% | +53.7% | +54.5% |
| All | +71.2% | +16.8% | +54.4% | +68.2% |
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