+10.6%
ORCL vs KMB
+4.9%
+5.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.2% | 0.0% | +4.1% |
| 7D | +0.5% | +3.4% | -2.9% | +1.6% |
| 30D | -15.3% | +14.7% | -30.0% | -11.6% |
| 3M | -18.2% | +3.3% | -21.5% | -17.2% |
| 6M | -38.4% | +16.8% | -55.2% | -34.8% |
| YTD | -37.7% | +15.2% | -52.9% | -34.1% |
| 1Y | -49.3% | +13.3% | -62.6% | -46.4% |
| 3Y | +10.6% | +5.4% | +5.2% | +11.7% |
| All | +10.6% | +4.9% | +5.8% | +11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling