+26,874.5%
ORCL vs KR
+5,370.5%
+21,504.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.4% | -1.1% |
| 7D | +10.4% | +0.5% | +9.8% | +10.3% |
| 30D | -11.2% | +14.9% | -26.2% | -13.8% |
| 3M | -16.8% | +25.4% | -42.1% | -20.7% |
| 6M | -31.5% | +9.3% | -40.8% | -33.4% |
| YTD | -33.9% | +13.7% | -47.6% | -36.5% |
| 1Y | -43.3% | +9.2% | -52.4% | -45.2% |
| 3Y | +16.5% | +70.1% | -53.6% | +0.5% |
| 5Y | +45.4% | +82.5% | -37.1% | +21.7% |
| 10Y | +274.0% | +155.7% | +118.3% | +177.1% |
| All | +26,874.5% | +5,370.5% | +21,504.0% | +8,290.8% |
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