+235.5%
ORCL vs KEEL
+312.2%
-76.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.5% | -5.1% | +1.9% |
| 7D | +15.0% | +21.5% | -6.5% | +13.6% |
| 30D | +10.5% | -3.9% | +14.4% | +10.5% |
| 3M | -23.0% | -34.1% | +11.1% | -21.6% |
| 6M | +7.0% | +82.8% | -75.9% | +2.5% |
| YTD | -15.8% | +58.7% | -74.5% | -19.0% |
| 1Y | -31.1% | +191.4% | -222.5% | -36.0% |
| 3Y | +33.3% | +205.7% | -172.5% | +20.8% |
| 5Y | +94.3% | -37.0% | +131.3% | +77.0% |
| All | +235.5% | +312.2% | -76.6% | +185.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling