-51.7%
ORCL vs KMB
+13.8%
-65.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | 0.0% |
| 7D | -11.2% | +0.5% | -11.6% | -10.8% |
| 30D | -18.8% | +12.4% | -31.2% | -14.3% |
| 3M | -18.8% | +1.0% | -19.8% | -18.3% |
| 6M | -39.7% | +12.1% | -51.9% | -34.7% |
| YTD | -39.6% | +11.6% | -51.3% | -33.1% |
| 1Y | -51.7% | +13.1% | -64.9% | -45.5% |
| All | -51.7% | +13.8% | -65.6% | -45.5% |
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