+71.0%
UBER vs KWEB
-35.6%
+106.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.9% |
| 7D | -7.0% | -3.6% | -3.4% | -5.6% |
| 30D | -8.9% | -14.9% | +6.0% | -2.6% |
| 3M | +1.0% | -5.4% | +6.4% | +3.3% |
| 6M | -3.7% | -18.9% | +15.1% | +4.5% |
| YTD | -13.0% | -27.2% | +14.2% | -1.6% |
| 1Y | -25.5% | -34.2% | +8.7% | -12.3% |
| 3Y | +50.5% | +0.6% | +49.8% | +40.4% |
| 5Y | +76.2% | -43.5% | +119.6% | +105.7% |
| All | +71.0% | -35.6% | +106.6% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling