+4.9%
ORCL vs KKR
+18.2%
-13.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +4.2% |
| 7D | +5.3% | -0.9% | +6.1% | +5.8% |
| 30D | +10.0% | +2.2% | +7.8% | +8.4% |
| 3M | -32.6% | +13.1% | -45.7% | -37.4% |
| 6M | +4.9% | +15.3% | -10.3% | -5.9% |
| All | +4.9% | +18.2% | -13.3% | -5.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling