+33,471.1%
ORCL vs KMB
+1,824.3%
+31,646.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.6% |
| 7D | +5.3% | -3.0% | +8.3% | +6.3% |
| 30D | +10.0% | -5.5% | +15.4% | +11.9% |
| 3M | -32.6% | +14.0% | -46.6% | -36.0% |
| 6M | +4.9% | +4.1% | +0.8% | +2.3% |
| YTD | -17.8% | +8.0% | -25.8% | -21.0% |
| 1Y | -28.0% | -13.7% | -14.2% | -26.2% |
| 3Y | +36.0% | -5.9% | +42.0% | +32.5% |
| 5Y | +88.7% | -8.6% | +97.3% | +84.1% |
| 10Y | +346.9% | +17.3% | +329.6% | +291.0% |
| All | +33,471.1% | +1,824.3% | +31,646.9% | +11,111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling