+924.2%
ORCL vs KRE
+145.6%
+778.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -11.2% | +0.3% | -11.4% | -11.3% |
| 30D | -18.8% | +4.8% | -23.6% | -20.4% |
| 3M | -18.8% | -5.1% | -13.7% | -17.3% |
| 6M | -39.7% | +3.3% | -43.0% | -40.8% |
| YTD | -39.6% | +13.3% | -53.0% | -43.2% |
| 1Y | -51.7% | +22.9% | -74.6% | -56.1% |
| 3Y | +10.2% | +82.1% | -71.9% | -16.4% |
| 5Y | +30.8% | +11.0% | +19.8% | +17.9% |
| 10Y | +252.1% | +115.7% | +136.3% | +117.0% |
| All | +924.2% | +145.6% | +778.6% | +464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling