+91.4%
ORCL vs KMB
-8.4%
+99.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.0% |
| 7D | +5.3% | -3.0% | +8.3% | +5.0% |
| 30D | +10.0% | -5.5% | +15.4% | +9.5% |
| 3M | -32.6% | +14.0% | -46.6% | -32.1% |
| 6M | +4.9% | +4.1% | +0.8% | +5.6% |
| YTD | -17.8% | +8.0% | -25.8% | -17.3% |
| 1Y | -28.0% | -13.7% | -14.2% | -26.9% |
| 3Y | +36.0% | -5.9% | +42.0% | +33.0% |
| All | +91.4% | -8.4% | +99.8% | +93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling