+72.4%
UBER vs KR
+171.9%
-99.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.0% |
| 7D | -5.4% | -0.2% | -5.2% | -5.4% |
| 30D | -4.9% | +5.1% | -9.9% | -4.5% |
| 3M | +3.0% | -8.2% | +11.2% | +2.1% |
| 6M | -4.4% | -18.0% | +13.6% | -6.2% |
| YTD | -12.3% | -4.8% | -7.5% | -12.6% |
| 1Y | -24.3% | -11.0% | -13.3% | -25.0% |
| 3Y | +46.4% | +37.7% | +8.8% | +52.0% |
| 5Y | +79.7% | +52.8% | +26.9% | +90.3% |
| All | +72.4% | +171.9% | -99.4% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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