+517.4%
ORCL vs KKR
+1,583.0%
-1,065.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.3% | -2.5% |
| 7D | -6.5% | +5.1% | -11.6% | -8.3% |
| 30D | -16.6% | +10.9% | -27.4% | -20.0% |
| 3M | -21.6% | -2.9% | -18.7% | -21.2% |
| 6M | -39.4% | -1.2% | -38.1% | -39.4% |
| YTD | -38.7% | -20.4% | -18.2% | -34.1% |
| 1Y | -50.4% | -15.4% | -34.9% | -47.9% |
| 3Y | +8.1% | +61.9% | -53.8% | -11.5% |
| 5Y | +34.5% | +38.3% | -3.7% | +11.8% |
| 10Y | +246.0% | +720.6% | -474.6% | +46.9% |
| All | +517.4% | +1,583.0% | -1,065.5% | +87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling