+94.2%
ORCL vs KWEB
-41.0%
+135.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +2.8% |
| 7D | +15.0% | -1.3% | +16.3% | +15.2% |
| 30D | +10.5% | -11.5% | +22.1% | +12.6% |
| 3M | -23.0% | -2.9% | -20.1% | -22.7% |
| 6M | +7.0% | -14.6% | +21.6% | +9.4% |
| YTD | -15.8% | -25.5% | +9.7% | -12.3% |
| 1Y | -31.1% | -31.1% | 0.0% | -27.5% |
| 3Y | +33.3% | +3.0% | +30.3% | +31.8% |
| All | +94.2% | -41.0% | +135.2% | +105.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling