+270.3%
ORCL vs KKR
+670.8%
-400.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | +8.0% | +1.6% | +6.3% | +7.2% |
| 30D | -4.0% | +14.5% | -18.5% | -9.3% |
| 3M | -19.5% | -15.0% | -4.5% | -14.7% |
| 6M | -33.5% | +1.0% | -34.5% | -34.1% |
| YTD | -34.8% | -22.6% | -12.2% | -29.1% |
| 1Y | -41.6% | -18.2% | -23.4% | -37.9% |
| 3Y | +13.8% | +56.4% | -42.6% | -6.3% |
| 5Y | +43.4% | +29.6% | +13.8% | +21.3% |
| All | +270.3% | +670.8% | -400.5% | +71.4% |
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