-43.3%
ORCL vs KR
+10.0%
-53.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.4% | -0.8% |
| 7D | +10.4% | +0.5% | +9.8% | +10.6% |
| 30D | -11.2% | +14.9% | -26.2% | -5.1% |
| 3M | -16.8% | +25.4% | -42.1% | -8.1% |
| 6M | -31.5% | +9.3% | -40.8% | -27.0% |
| YTD | -33.9% | +13.7% | -47.6% | -27.6% |
| 1Y | -43.3% | +9.2% | -52.4% | -38.6% |
| All | -43.3% | +10.0% | -53.3% | -38.6% |
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