+275.4%
ORCL vs KMB
+36.1%
+239.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | +10.4% | -3.0% | +13.3% | +11.0% |
| 30D | -11.2% | +9.1% | -20.3% | -13.0% |
| 3M | -16.8% | -0.4% | -16.4% | -17.0% |
| 6M | -31.5% | +13.0% | -44.4% | -34.0% |
| YTD | -33.9% | +10.3% | -44.3% | -36.3% |
| 1Y | -43.3% | +8.2% | -51.5% | -45.0% |
| 3Y | +16.5% | +0.4% | +16.1% | +10.0% |
| 5Y | +45.4% | -2.7% | +48.1% | +37.8% |
| All | +275.4% | +36.1% | +239.3% | +214.9% |
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