+244.8%
ORCL vs KMB
+36.7%
+208.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +1.2% |
| 7D | -11.2% | +0.5% | -11.6% | -11.3% |
| 30D | -18.8% | +12.4% | -31.2% | -21.0% |
| 3M | -18.8% | +1.0% | -19.8% | -19.2% |
| 6M | -39.7% | +12.1% | -51.9% | -41.8% |
| YTD | -39.6% | +11.6% | -51.3% | -41.9% |
| 1Y | -51.7% | +13.1% | -64.9% | -53.8% |
| 3Y | +10.2% | +1.6% | +8.7% | +3.9% |
| 5Y | +30.8% | -0.3% | +31.2% | +23.1% |
| All | +244.8% | +36.7% | +208.0% | +193.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling