-28.0%
ORCL vs KKR
-20.0%
-8.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.9% |
| 7D | +5.3% | -0.9% | +6.1% | +5.7% |
| 30D | +10.0% | +2.2% | +7.8% | +8.8% |
| 3M | -32.6% | +13.1% | -45.7% | -36.1% |
| 6M | +4.9% | +15.3% | -10.3% | -1.5% |
| YTD | -17.8% | -15.0% | -2.7% | -17.8% |
| 1Y | -28.0% | -21.0% | -7.0% | -23.5% |
| All | -28.0% | -20.0% | -8.0% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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