-50.4%
ORCL vs KGC
-14.2%
-36.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.8% | +4.3% | +0.1% |
| 7D | -6.5% | +8.0% | -14.5% | -8.7% |
| 30D | -16.6% | -9.3% | -7.3% | -14.2% |
| 3M | -21.6% | -21.3% | -0.3% | -16.3% |
| 6M | -39.4% | -31.5% | -7.9% | -33.8% |
| YTD | -38.7% | -23.2% | -15.4% | -35.5% |
| 1Y | -50.4% | -15.0% | -35.3% | -49.3% |
| All | -50.4% | -14.2% | -36.2% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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