+46.4%
UBER vs KVUE
-9.0%
+55.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -5.1% | -0.3% | -4.6% |
| 30D | -4.9% | -6.3% | +1.4% | -3.9% |
| 3M | +3.0% | -0.5% | +3.6% | +3.3% |
| 6M | -4.4% | +3.1% | -7.5% | -4.7% |
| YTD | -12.3% | +6.7% | -19.0% | -13.2% |
| 1Y | -24.3% | -1.1% | -23.2% | -24.2% |
| 3Y | +46.4% | -8.7% | +55.2% | +46.2% |
| All | +46.4% | -9.0% | +55.4% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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