+46.4%
UBER vs KR
+33.5%
+13.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -4.4% |
| 3M | +3.0% | -8.2% | +11.2% | +1.7% |
| 6M | -4.4% | -18.0% | +13.6% | -6.8% |
| YTD | -12.3% | -4.8% | -7.5% | -12.9% |
| 1Y | -24.3% | -11.0% | -13.3% | -25.3% |
| 3Y | +46.4% | +37.7% | +8.8% | +50.9% |
| All | +46.4% | +33.5% | +13.0% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling