-44.9%
ORCL vs KGC
-15.6%
-29.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.9% |
| 7D | +3.8% | +0.2% | +3.5% | +3.6% |
| 30D | -6.6% | -8.8% | +2.3% | -4.1% |
| 3M | -11.4% | -21.1% | +9.6% | -5.6% |
| 6M | -33.3% | -32.3% | -1.0% | -27.0% |
| YTD | -33.3% | -23.5% | -9.8% | -29.7% |
| 1Y | -44.9% | -15.0% | -29.9% | -43.6% |
| All | -44.9% | -15.6% | -29.3% | -43.6% |
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