+24,338.5%
ORCL vs KGC
+219.6%
+24,118.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.8% | -7.7% | -7.0% |
| 7D | -17.5% | 0.0% | -17.4% | -17.5% |
| 30D | -20.2% | -9.3% | -10.8% | -19.9% |
| 3M | -19.9% | -15.9% | -4.1% | -19.5% |
| 6M | -37.4% | -24.9% | -12.6% | -36.8% |
| YTD | -40.1% | -23.0% | -17.1% | -39.7% |
| 1Y | -53.4% | -9.9% | -43.4% | -53.3% |
| 3Y | +10.4% | +301.2% | -290.8% | +5.9% |
| 5Y | +29.8% | +278.5% | -248.8% | +24.1% |
| 10Y | +249.2% | +484.3% | -235.0% | +227.4% |
| All | +24,338.5% | +219.6% | +24,118.9% | +23,712.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling