+72.4%
UBER vs KWEB
-36.1%
+108.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | -5.4% | -5.6% | +0.2% | -3.1% |
| 30D | -4.9% | -10.7% | +5.8% | -0.3% |
| 3M | +3.0% | -7.4% | +10.5% | +6.3% |
| 6M | -4.4% | -19.3% | +14.9% | +4.0% |
| YTD | -12.3% | -27.8% | +15.5% | -0.5% |
| 1Y | -24.3% | -35.9% | +11.6% | -9.9% |
| 3Y | +46.4% | -1.9% | +48.4% | +38.1% |
| 5Y | +79.7% | -43.2% | +122.9% | +108.8% |
| All | +72.4% | -36.1% | +108.5% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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