-52.9%
ORCL vs KWEB
-35.4%
-17.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.7% |
| 7D | -0.7% | -4.3% | +3.6% | +1.3% |
| 30D | +5.1% | -13.0% | +18.1% | +12.0% |
| 3M | -23.7% | -7.6% | -16.2% | -21.1% |
| 6M | +3.1% | -21.1% | +24.2% | +13.4% |
| YTD | -20.8% | -28.2% | +7.4% | -8.7% |
| 1Y | -52.9% | -34.9% | -18.0% | -44.4% |
| All | -52.9% | -35.4% | -17.5% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling