-28.0%
ORCL vs KMB
-14.3%
-13.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.8% | +5.8% | +1.9% |
| 7D | +5.3% | -4.2% | +9.4% | +3.4% |
| 30D | +10.0% | -6.6% | +16.6% | +6.8% |
| 3M | -32.6% | +12.6% | -45.2% | -28.2% |
| 6M | +4.9% | +2.9% | +2.1% | +7.7% |
| YTD | -17.8% | +6.8% | -24.5% | -13.5% |
| 1Y | -28.0% | -14.8% | -13.2% | -40.5% |
| All | -28.0% | -14.3% | -13.7% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1y: compounded portfolio wealth divided by compounded KMB 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…
1y analysis · Full analysis span regression · 6 months rolling