+33,471.2%
ORCL vs KR
+4,491.2%
+28,979.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +2.9% | +3.1% |
| 7D | +5.3% | +1.5% | +3.7% | +5.0% |
| 30D | +10.0% | +4.1% | +5.9% | +9.1% |
| 3M | -32.6% | -5.2% | -27.4% | -32.2% |
| 6M | +4.9% | -12.8% | +17.7% | +6.8% |
| YTD | -17.8% | -4.6% | -13.1% | -17.9% |
| 1Y | -28.0% | -11.7% | -16.3% | -27.3% |
| 3Y | +36.0% | +36.3% | -0.2% | +23.0% |
| 5Y | +88.7% | +40.0% | +48.7% | +67.1% |
| 10Y | +346.9% | +122.2% | +224.7% | +240.7% |
| All | +33,471.2% | +4,491.2% | +28,979.9% | +10,754.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling