+24,338.5%
ORCL vs KMB
+1,925.1%
+22,413.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.5% | -8.5% | -7.4% |
| 7D | -17.5% | +0.4% | -17.9% | -17.7% |
| 30D | -20.2% | +14.1% | -34.3% | -23.8% |
| 3M | -19.9% | -0.5% | -19.4% | -20.3% |
| 6M | -37.4% | +16.6% | -54.0% | -41.3% |
| YTD | -40.1% | +13.7% | -53.8% | -43.7% |
| 1Y | -53.4% | +16.1% | -69.4% | -56.6% |
| 3Y | +10.4% | +4.7% | +5.7% | +3.1% |
| 5Y | +29.8% | +1.5% | +28.2% | +21.5% |
| 10Y | +249.2% | +40.5% | +208.7% | +185.9% |
| All | +24,338.5% | +1,925.1% | +22,413.4% | +7,890.2% |
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