+215.8%
ORCL vs KEEL
+280.1%
-64.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -7.3% | +1.9% | -4.9% |
| 7D | -0.7% | +2.7% | -3.4% | -0.9% |
| 30D | +5.1% | +4.6% | +0.6% | +4.6% |
| 3M | -23.7% | -34.5% | +10.7% | -22.3% |
| 6M | +3.1% | +59.3% | -56.2% | -0.4% |
| YTD | -20.8% | +46.4% | -67.2% | -23.4% |
| 1Y | -52.9% | +96.6% | -149.5% | -55.4% |
| 3Y | +25.4% | +182.0% | -156.5% | +14.3% |
| 5Y | +82.4% | -38.2% | +120.7% | +66.9% |
| All | +215.8% | +280.1% | -64.4% | +170.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling