+93.1%
ORCL vs KEEL
-39.1%
+132.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +10.9% | +19.3% | -8.4% | +8.6% |
| 30D | +7.0% | +9.1% | -2.1% | +5.5% |
| 3M | -21.2% | -31.5% | +10.4% | -18.9% |
| 6M | +7.4% | +75.8% | -68.4% | -0.9% |
| YTD | -16.3% | +57.9% | -74.1% | -22.4% |
| 1Y | -32.3% | +133.3% | -165.6% | -40.6% |
| 3Y | +32.6% | +204.1% | -171.5% | +6.9% |
| 5Y | +93.1% | -37.5% | +130.6% | +64.1% |
| All | +93.1% | -39.1% | +132.2% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling