+275.4%
ORCL vs KR
+155.5%
+119.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.4% | -1.0% |
| 7D | +10.4% | +0.5% | +9.8% | +10.4% |
| 30D | -11.2% | +14.9% | -26.2% | -11.9% |
| 3M | -16.8% | +25.4% | -42.1% | -17.9% |
| 6M | -31.5% | +9.3% | -40.8% | -31.9% |
| YTD | -33.9% | +13.7% | -47.6% | -34.7% |
| 1Y | -43.3% | +9.2% | -52.4% | -43.7% |
| 3Y | +16.5% | +70.1% | -53.6% | +6.8% |
| 5Y | +45.4% | +82.5% | -37.1% | +30.9% |
| All | +275.4% | +155.5% | +119.9% | +210.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling