+336.5%
ORCL vs KKR
+709.2%
-372.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.2% |
| 7D | -0.7% | -8.1% | +7.4% | +2.6% |
| 30D | +5.1% | -9.1% | +14.2% | +9.1% |
| 3M | -23.7% | +6.4% | -30.1% | -25.6% |
| 6M | +3.1% | +12.6% | -9.5% | -1.6% |
| YTD | -20.8% | -20.4% | -0.4% | -14.3% |
| 1Y | -52.9% | -27.1% | -25.8% | -47.8% |
| 3Y | +25.4% | +63.8% | -38.4% | +2.0% |
| 5Y | +82.4% | +67.6% | +14.8% | +41.0% |
| All | +336.5% | +709.2% | -372.7% | +102.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling