+71.0%
UBER vs KR
+162.3%
-91.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.9% |
| 7D | -7.0% | -3.1% | -4.0% | -7.3% |
| 30D | -8.9% | +0.6% | -9.5% | -8.9% |
| 3M | +1.0% | -9.8% | +10.8% | 0.0% |
| 6M | -3.7% | -22.1% | +18.4% | -6.0% |
| YTD | -13.0% | -8.1% | -4.9% | -13.6% |
| 1Y | -25.5% | -14.7% | -10.9% | -26.5% |
| 3Y | +50.5% | +28.6% | +21.9% | +55.2% |
| 5Y | +76.2% | +36.4% | +39.8% | +83.6% |
| All | +71.0% | +162.3% | -91.3% | +100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling