-49.5%
ORCL vs KR
+10.2%
-59.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.2% | -5.2% | -0.4% |
| 7D | -14.4% | +6.1% | -20.5% | -11.8% |
| 30D | -12.8% | +17.3% | -30.2% | -6.0% |
| 3M | -14.8% | +20.2% | -35.0% | -7.2% |
| 6M | -30.9% | +3.3% | -34.2% | -27.4% |
| YTD | -35.7% | +12.3% | -48.0% | -29.7% |
| 1Y | -49.5% | +10.6% | -60.1% | -45.3% |
| All | -49.5% | +10.2% | -59.7% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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