+33.3%
ORCL vs KR
+37.0%
-3.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.7% | +1.8% |
| 7D | +15.0% | -1.3% | +16.3% | +14.7% |
| 30D | +10.5% | +1.5% | +9.0% | +11.0% |
| 3M | -23.0% | -8.5% | -14.5% | -24.2% |
| 6M | +7.0% | -21.9% | +28.9% | +2.5% |
| YTD | -15.8% | -6.9% | -8.9% | -16.3% |
| 1Y | -31.1% | -14.0% | -17.1% | -32.1% |
| 3Y | +33.3% | +30.3% | +3.0% | +23.2% |
| All | +33.3% | +37.0% | -3.7% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling