+336.5%
ORCL vs KR
+123.5%
+213.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.4% |
| 7D | -0.7% | -2.7% | +2.0% | -0.6% |
| 30D | +5.1% | +1.9% | +3.2% | +5.0% |
| 3M | -23.7% | -11.0% | -12.7% | -23.2% |
| 6M | +3.1% | -20.2% | +23.3% | +4.6% |
| YTD | -20.8% | -7.3% | -13.5% | -20.7% |
| 1Y | -52.9% | -13.1% | -39.8% | -52.7% |
| 3Y | +25.4% | +29.7% | -4.3% | +17.7% |
| 5Y | +82.4% | +48.8% | +33.7% | +66.5% |
| All | +336.5% | +123.5% | +213.0% | +273.9% |
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