+363.4%
ORCL vs KRE
+122.6%
+240.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.6% | +2.8% |
| 7D | +15.0% | +2.3% | +12.7% | +14.2% |
| 30D | +10.5% | -2.5% | +13.0% | +11.4% |
| 3M | -23.0% | +6.2% | -29.2% | -24.6% |
| 6M | +7.0% | +15.8% | -8.8% | +1.7% |
| YTD | -15.8% | +16.0% | -31.8% | -20.3% |
| 1Y | -31.1% | +16.2% | -47.2% | -35.1% |
| 3Y | +33.3% | +86.4% | -53.1% | +5.8% |
| 5Y | +94.3% | +33.0% | +61.4% | +70.2% |
| 10Y | +363.4% | +123.0% | +240.4% | +215.0% |
| All | +363.4% | +122.6% | +240.8% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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