-28.0%
ORCL vs KEEL
+169.0%
-197.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.6% | -0.5% | +2.3% |
| 7D | +5.3% | +7.8% | -2.5% | +3.6% |
| 30D | +10.0% | -11.7% | +21.7% | +11.8% |
| 3M | -32.6% | -41.5% | +8.9% | -26.5% |
| 6M | +4.9% | +54.9% | -50.0% | -8.3% |
| YTD | -17.8% | +47.7% | -65.4% | -28.4% |
| 1Y | -28.0% | +177.6% | -205.6% | -44.5% |
| All | -28.0% | +169.0% | -197.0% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 1y: compounded portfolio wealth divided by compounded KEEL 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…
1y analysis · Full analysis span regression · 6 months rolling