+94.3%
ORCL vs KKR
+76.6%
+17.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.2% | +3.1% |
| 7D | +15.0% | -0.6% | +15.6% | +15.3% |
| 30D | +10.5% | +3.0% | +7.5% | +9.0% |
| 3M | -23.0% | +13.6% | -36.7% | -27.0% |
| 6M | +7.0% | +16.2% | -9.2% | +0.5% |
| YTD | -15.8% | -16.6% | +0.8% | -10.6% |
| 1Y | -31.1% | -23.2% | -7.9% | -25.0% |
| 3Y | +33.3% | +71.7% | -38.4% | +7.8% |
| 5Y | +94.3% | +74.8% | +19.5% | +49.8% |
| All | +94.3% | +76.6% | +17.7% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling